M Holdings Securities’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

M Holdings Securities’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	$1.32M	Buy	25,186 +5,721	+29%	+$279K	0.09%	171
2025 Q4	$911K	Buy	+19,465	New	+$916K	0.07%	201
2025 Q3	–	Sell	-18,257	Closed	-$780K	–	177
2025 Q2	$780K	Buy	18,257 +5,323	+41%	+$215K	0.13%	107
2025 Q1	$509K	Sell	12,934 -165	-1%	-$6.47K	0.08%	124
2024 Q4	$503K	Sell	13,099 -3,885	-23%	-$156K	0.08%	118
2024 Q3	$701K	Sell	16,984 -9,551	-36%	-$366K	0.18%	66
2024 Q2	$1M	Sell	26,535 -1,470	-5%	-$54.7K	0.13%	98
2024 Q1	$1.01M	Sell	28,005 -4,837	-15%	-$170K	0.17%	78
2023 Q4	$1.16M	Sell	32,842 -17,268	-34%	-$587K	0.13%	106
2023 Q3	$1.68M	Buy	+50,110	New	+$1.73M	0.22%	77
2023 Q2	–	Sell	-72,979	Closed	-$2.49M	–	417
2023 Q1	$2.49M	Sell	72,979 -11,543	-14%	-$397K	0.26%	75
2022 Q4	$2.79M	Sell	84,522 -11,776	-12%	-$381K	0.29%	71
2022 Q3	$2.99M	Sell	96,298 -21,673	-18%	-$737K	0.33%	66
2022 Q2	$4.1M	Sell	117,971 -38,032	-24%	-$1.37M	0.42%	53
2022 Q1	$6.03M	Buy	+156,003	New	+$6.28M	0.46%	47
2021 Q2	$675K	Buy	14,842 +544	+4%	+$24.4K	0.07%	172
2021 Q1	$626K	Sell	14,298 -635	-4%	-$28.4K	0.06%	260
2020 Q4	$630K	Sell	14,933 -58	-0.4%	-$2.3K	0.08%	147
2020 Q3	$548K	Sell	14,991 -1,193	-7%	-$43.5K	0.09%	136
2020 Q2	$542K	Hold	16,184	–	–	0.1%	142
2020 Q1	$461K	Sell	16,184 -2,532	-14%	-$87K	0.07%	197
2019 Q4	$704K	Buy	18,716 +171	+0.9%	+$6.16K	0.21%	117
2019 Q3	$636K	Sell	18,545 -34	-0.2%	-$1.18K	0.2%	121
2019 Q2	$665K	Buy	+18,579	New	+$658K	0.23%	118

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

M Holdings Securities's SPEM Position: Q1 2026 in Review

M Holdings Securities increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 29% in Q1 2026, buying an estimated $279K and bringing the position to 25,186 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #171.

M Holdings Securities first reported a position in SPEM in Q2 2019 and has held it in 24 quarters since. The position peaked at $6.03M in Q1 2022. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

M Holdings Securities held 25,186 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.32M as of Q1 2026.
M Holdings Securities bought 5,721 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $279K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of M Holdings Securities's portfolio in Q1 2026, its #171 holding.
M Holdings Securities first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and has held it in 24 quarters since.
M Holdings Securities's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.03M in Q1 2022.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.