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Laurel Wealth Advisors (North Carolina)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-1,716
Closed -$80.3K – 576
2025
Q4 		$80.3K Buy
+1,716
New +$80.8K 0.01% 277
2025
Q2 		– Sell
-1,668
Closed -$65.6K – 598
2025
Q1 		$65.6K Hold
1,668
– – 0.01% 276
2024
Q4 		$64K Sell
1,668
-33
-2% -$1.33K 0.01% 284
2024
Q3 		$70.2K Hold
1,701
– – 0.01% 276
2024
Q2 		$64.1K Sell
1,701
-1,613
-49% -$60.1K 0.01% 270
2024
Q1 		$120K Sell
3,314
-1,478
-31% -$52K 0.02% 219
2023
Q4 		$170K Sell
4,792
-241
-5% -$8.2K 0.03% 179
2023
Q3 		$169K Sell
5,033
-807
-14% -$27.9K 0.04% 177
2023
Q2 		$201K Buy
5,840
+239
+4% +$8.17K 0.04% 172
2023
Q1 		$191K Buy
5,601
+247
+5% +$8.49K 0.04% 175
2022
Q4 		$176K Sell
5,354
-94
-2% -$3.04K 0.04% 169
2022
Q3 		$169K Buy
5,448
+1,113
+26% +$37.9K 0.04% 168
2022
Q2 		$151K Buy
4,335
+54
+1% +$1.95K 0.04% 177
2022
Q1 		$165K Buy
4,281
+271
+7% +$10.9K 0.03% 185
2021
Q4 		$166K Buy
4,010
+48
+1% +$2.05K 0.03% 180
2021
Q3 		$169K Buy
3,962
+1,750
+79% +$76K 0.04% 179
2021
Q2 		$101K Buy
2,212
+14
+0.6% +$627 0.02% 216
2021
Q1 		$96K Buy
2,198
+83
+4% +$3.71K 0.02% 212
2020
Q4 		$89K Buy
2,115
+26
+1% +$1.03K 0.02% 207
2020
Q3 		$76K Hold
2,089
– – 0.02% 203
2020
Q2 		$70K Buy
2,089
+35
+2% +$1.09K 0.02% 206
2020
Q1 		$58K Hold
2,054
– – 0.02% 207
2019
Q4 		$77K Sell
2,054
-413
-17% -$14.9K 0.02% 209
2019
Q3 		$85K Buy
2,467
+4
+0.2% +$139 0.03% 195
2019
Q2 		$88K Sell
2,463
-409
-14% -$14.5K 0.03% 190
2019
Q1 		$103K Buy
2,872
+16
+0.6% +$557 0.04% 173
2018
Q4 		$92K Buy
+2,856
New +$94.2K 0.04% 168

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Laurel Wealth Advisors (North Carolina)'s SPEM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 1,716 shares — an estimated $80.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SPEM in Q4 2018 and held it in 27 quarters. The position peaked at $201K in Q2 2023. 1,002 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,716 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $80.3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $201K in Q2 2023.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.