Jim Simons’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Jim Simons’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 Q2	$896K	Sell	17,300 -128,000	-88%	-$6.55M	﹤0.01%	2357
2026 Q1	$6.82M	Buy	145,300 +123,900	+579%	+$6.04M	0.01%	1183
2025 Q4	$1M	Buy	+21,400	New	+$1.01M	﹤0.01%	2277
2025 Q3	–	Sell	-23,300	Closed	-$996K	–	3880
2025 Q2	$996K	Buy	23,300 +8,200	+54%	+$331K	﹤0.01%	2521
2025 Q1	$594K	Sell	15,100 -149,000	-91%	-$5.84M	﹤0.01%	2669
2024 Q4	$6.3M	Buy	+164,100	New	+$6.6M	0.01%	1299
2023 Q2	–	Sell	-5,900	Closed	-$201K	–	4244
2023 Q1	$201K	Sell	5,900 -73,200	-93%	-$2.52M	﹤0.01%	3277
2022 Q4	$2.61M	Buy	+79,100	New	+$2.56M	﹤0.01%	1914
2022 Q3	–	Sell	-21,900	Closed	-$761K	–	4379
2022 Q2	$761K	Buy	+21,900	New	+$791K	﹤0.01%	2889
2022 Q1	–	Sell	-45,700	Closed	-$1.9M	–	4438
2021 Q4	$1.9M	Buy	+45,700	New	+$1.95M	﹤0.01%	2187
2021 Q1	–	Sell	-35,400	Closed	-$1.49M	–	3680
2020 Q4	$1.49M	Buy	35,400 +17,600	+99%	+$699K	﹤0.01%	2296
2020 Q3	$651K	Buy	+17,800	New	+$650K	﹤0.01%	2724
2019 Q1	–	Sell	-10,600	Closed	-$343K	–	3685
2018 Q4	$343K	Buy	+10,600	New	+$350K	﹤0.01%	2989
2018 Q1	–	Sell	-14,400	Closed	-$549K	–	3561
2017 Q4	$549K	Buy	+14,400	New	+$536K	﹤0.01%	2864

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jim Simons's SPEM Position: Q2 2026 in Review

Jim Simons reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 88% in Q2 2026, selling an estimated $6.55M and leaving 17,300 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Jim Simons first reported a position in SPEM in Q4 2017 and has held it in 14 quarters since. The position peaked at $6.82M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Jim Simons held 17,300 shares of State Street SPDR Portfolio Emerging Markets ETF worth $896K as of Q2 2026.
Jim Simons sold 128,000 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $6.55M.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2357 holding.
Jim Simons first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 14 quarters since.
Jim Simons's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.82M in Q1 2026.
1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.