JNBA Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

JNBA Financial Advisors’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	$37.3M	Sell	794,939 -8,684	-1%	-$423K	3.11%	8
2025 Q4	$37.6M	Buy	803,623 +9,943	+1%	+$468K	3.29%	7
2025 Q3	$37.2M	Sell	793,680 -203,282	-20%	-$9.04M	3.38%	7
2025 Q2	$42.6M	Sell	996,962 -13,477	-1%	-$544K	4.1%	6
2025 Q1	$39.8M	Sell	1,010,439 -30,851	-3%	-$1.21M	4.12%	7
2024 Q4	$40M	Sell	1,041,290 -56,370	-5%	-$2.27M	4.08%	6
2024 Q3	$45.3M	Buy	1,097,660 +133,675	+14%	+$5.13M	4.56%	5
2024 Q2	$36.3M	Buy	963,985 +185,337	+24%	+$6.9M	3.83%	6
2024 Q1	$28.2M	Buy	778,648 +314,713	+68%	+$11.1M	2.96%	8
2023 Q4	$16.4M	Buy	463,935 +34,261	+8%	+$1.17M	1.87%	13
2023 Q3	$14.4M	Buy	429,674 +15,409	+4%	+$533K	1.8%	15
2023 Q2	$14.2M	Buy	414,265 +33,231	+9%	+$1.14M	1.71%	18
2023 Q1	$13M	Buy	381,034 +36,943	+11%	+$1.27M	1.69%	18
2022 Q4	$11.3M	Buy	344,091 +37,220	+12%	+$1.21M	1.58%	19
2022 Q3	$9.53M	Sell	306,871 -12,166	-4%	-$414K	1.47%	21
2022 Q2	$11.1M	Sell	319,037 -2,595	-0.8%	-$93.7K	1.68%	17
2022 Q1	$12.4M	Buy	321,632 +62,618	+24%	+$2.52M	1.65%	17
2021 Q4	$10.7M	Buy	259,014 +52,163	+25%	+$2.23M	1.31%	24
2021 Q3	$8.8M	Buy	206,851 +16,503	+9%	+$716K	1.18%	26
2021 Q2	$8.66M	Buy	190,348 +11,012	+6%	+$493K	1.17%	27
2021 Q1	$7.85M	Buy	179,336 +16,028	+10%	+$716K	1.14%	26
2020 Q4	$6.88M	Buy	163,308 +8,675	+6%	+$344K	1.13%	27
2020 Q3	$5.65M	Buy	154,633 +638	+0.4%	+$23.3K	1.14%	23
2020 Q2	$5.15M	Buy	153,995 +13,219	+9%	+$413K	1.11%	27
2020 Q1	$4.01M	Buy	140,776 +37,818	+37%	+$1.3M	0.96%	30
2019 Q4	$3.87M	Buy	102,958 +8,331	+9%	+$300K	0.74%	36
2019 Q3	$3.24M	Buy	94,627 +9,374	+11%	+$325K	0.66%	34
2019 Q2	$3.05M	Buy	85,253 +15,834	+23%	+$561K	0.62%	33
2019 Q1	$2.48M	Buy	69,419 +21,396	+45%	+$745K	0.53%	32
2018 Q4	$1.55M	Buy	+48,023	New	+$1.58M	0.35%	39
2018 Q3	–	Sell	-25,033	Closed	-$885K	–	677
2018 Q2	$885K	Buy	25,033 +8,825	+54%	+$332K	0.19%	64
2018 Q1	$637K	Buy	16,208 +10,605	+189%	+$425K	0.14%	73
2017 Q4	$214K	Buy	+5,603	New	+$208K	0.05%	122

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

JNBA Financial Advisors's SPEM Position: Q1 2026 in Review

JNBA Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.1% in Q1 2026, selling an estimated $423K and leaving 794,939 shares worth $37.3M. The position accounts for 3.11% of the portfolio, ranked #8.

JNBA Financial Advisors first reported a position in SPEM in Q4 2017 and has held it in 33 quarters since. The position peaked at $45.3M in Q3 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

JNBA Financial Advisors held 794,939 shares of State Street SPDR Portfolio Emerging Markets ETF worth $37.3M as of Q1 2026.
JNBA Financial Advisors sold 8,684 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $423K.
State Street SPDR Portfolio Emerging Markets ETF made up 3.11% of JNBA Financial Advisors's portfolio in Q1 2026, its #8 holding.
JNBA Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 33 quarters since.
JNBA Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $45.3M in Q3 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.