Level Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Level Wealth Management’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	$989K	Buy	21,074 +115	+0.5%	+$5.6K	0.46%	24
2025 Q4	$981K	Sell	20,959 -5,033	-19%	-$237K	0.5%	24
2025 Q3	$1.22M	Sell	25,992 -1,215	-4%	-$54K	0.64%	20
2025 Q2	$1.16M	Buy	+27,207	New	+$1.1M	0.68%	19

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

Level Wealth Management's SPEM Position: Q1 2026 in Review

Level Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.55% in Q1 2026, buying an estimated $5.6K and bringing the position to 21,074 shares worth $989K. The position accounts for 0.46% of the portfolio, ranked #24.

Level Wealth Management first reported a position in SPEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Level Wealth Management held 21,074 shares of State Street SPDR Portfolio Emerging Markets ETF worth $989K as of Q1 2026.
Level Wealth Management bought 115 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $5.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.46% of Level Wealth Management's portfolio in Q1 2026, its #24 holding.
Level Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
Level Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.22M in Q3 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.