Kestra Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Kestra Advisory Services’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	$5.32M	Buy	113,424 +35,014	+45%	+$1.71M	0.02%	754
2025 Q4	$3.67M	Buy	78,410 +7,687	+11%	+$362K	0.02%	908
2025 Q3	$3.31M	Buy	70,723 +12,041	+21%	+$535K	0.02%	909
2025 Q2	$2.51M	Buy	58,682 +1,608	+3%	+$64.9K	0.01%	966
2025 Q1	$2.25M	Sell	57,074 -1,312	-2%	-$51.5K	0.01%	935
2024 Q4	$2.24M	Sell	58,386 -119,993	-67%	-$4.83M	0.01%	941
2024 Q3	$7.36M	Sell	178,379 -50,615	-22%	-$1.94M	0.04%	459
2024 Q2	$8.63M	Buy	228,994 +168,817	+281%	+$6.29M	0.05%	399
2024 Q1	$2.18M	Buy	60,177 +2,677	+5%	+$94.2K	0.01%	835
2023 Q4	$2.04M	Buy	57,500 +22,549	+65%	+$767K	0.02%	782
2023 Q3	$1.17M	Buy	34,951 +13,756	+65%	+$476K	0.01%	923
2023 Q2	$729K	Sell	21,195 -8,433	-28%	-$288K	0.01%	1131
2023 Q1	$1.01M	Sell	29,628 -61,345	-67%	-$2.11M	0.01%	942
2022 Q4	$3M	Sell	90,973 -1,331	-1%	-$43.1K	0.03%	596
2022 Q3	$2.87M	Buy	92,304 +2,764	+3%	+$94K	0.03%	538
2022 Q2	$3.11M	Sell	89,540 -16,192	-15%	-$585K	0.03%	509
2022 Q1	$4.08M	Sell	105,732 -7,225	-6%	-$291K	0.04%	427
2021 Q4	$4.69M	Sell	112,957 -40,711	-26%	-$1.74M	0.05%	392
2021 Q3	$6.54M	Buy	153,668 +8,365	+6%	+$363K	0.07%	318
2021 Q2	$6.61M	Buy	145,303 +10,507	+8%	+$470K	0.08%	294
2021 Q1	$5.9M	Buy	134,796 +10,701	+9%	+$478K	0.07%	295
2020 Q4	$5.24M	Sell	124,095 -45,695	-27%	-$1.81M	0.06%	323
2020 Q3	$6.23M	Buy	+169,790	New	+$6.2M	0.12%	210

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

Kestra Advisory Services's SPEM Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 45% in Q1 2026, buying an estimated $1.71M and bringing the position to 113,424 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #754.

Kestra Advisory Services first reported a position in SPEM in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.63M in Q2 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Kestra Advisory Services held 113,424 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.32M as of Q1 2026.
Kestra Advisory Services bought 35,014 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.71M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #754 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $8.63M in Q2 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.