Jim Saulnier & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Jim Saulnier & Associates’s Portfolio SPEM Stock Details SPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.01M	Sell	64,065 -1,754	-3%	-$85.5K	1.46%	14
2025 Q4	$3.08M	Sell	65,819 -2,876	-4%	-$135K	1.6%	12
2025 Q3	$3.22M	Sell	68,695 -6,340	-8%	-$282K	1.79%	11
2025 Q2	$3.21M	Sell	75,035 -4,638	-6%	-$187K	2.19%	12
2025 Q1	$3.14M	Buy	79,673 +6,482	+9%	+$254K	2.44%	12
2024 Q4	$2.81M	Buy	73,191 +19,193	+36%	+$772K	2.42%	11
2024 Q3	$2.23M	Buy	+53,998	New	+$2.07M	2.18%	11

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Jim Saulnier & Associates's SPEM Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.7% in Q1 2026, selling an estimated $85.5K and leaving 64,065 shares worth $3.01M. The position accounts for 1.46% of the portfolio, ranked #14.

Jim Saulnier & Associates first reported a position in SPEM in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q3 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Jim Saulnier & Associates held 64,065 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.01M as of Q1 2026.
Jim Saulnier & Associates sold 1,754 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $85.5K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.46% of Jim Saulnier & Associates's portfolio in Q1 2026, its #14 holding.
Jim Saulnier & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.22M in Q3 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.