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

Lido 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	$661K	Sell	14,082 -37,449	-73%	-$1.82M	﹤0.01%	1154
2025 Q4	$2.41M	Buy	51,531 +1,199	+2%	+$56.4K	0.01%	666
2025 Q3	$2.36M	Buy	+50,332	New	+$2.24M	0.01%	641
2023 Q3	–	Sell	-7,855	Closed	-$270K	–	1302
2023 Q2	$270K	Buy	7,855 +907	+13%	+$31K	﹤0.01%	978
2023 Q1	$237K	Buy	6,948 +120	+2%	+$4.13K	﹤0.01%	947
2022 Q4	$225K	Hold	6,828	–	–	﹤0.01%	872
2022 Q3	$211K	Sell	6,828 -3,859	-36%	-$131K	﹤0.01%	872
2022 Q2	$371K	Buy	10,687 +2,447	+30%	+$88.4K	﹤0.01%	640
2022 Q1	$318K	Hold	8,240	–	–	﹤0.01%	797
2021 Q4	$341K	Buy	8,240 +1,412	+21%	+$60.4K	﹤0.01%	753
2021 Q3	$290K	Buy	+6,828	New	+$296K	﹤0.01%	761

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

Lido Advisors's SPEM Position: Q1 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 73% in Q1 2026, selling an estimated $1.82M and leaving 14,082 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Lido Advisors first reported a position in SPEM in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.41M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Lido Advisors held 14,082 shares of State Street SPDR Portfolio Emerging Markets ETF worth $661K as of Q1 2026.
Lido Advisors sold 37,449 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.82M.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1154 holding.
Lido Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and has held it in 11 quarters since.
Lido Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.41M in Q4 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.