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MA Private Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

MA Private Wealth’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 		$20.5M Sell
437,500
-114,984
-21% -$5.6M 3.47% 9
2025
Q4 		$25.9M Buy
552,484
+473,333
+598% +$22.3M 4.31% 8
2025
Q3 		$3.71M Buy
79,151
+7,786
+11% +$346K 0.62% 26
2025
Q2 		$3.05M Buy
71,365
+47,072
+194% +$1.9M 0.55% 28
2025
Q1 		$956K Buy
24,293
+5,937
+32% +$233K 0.18% 43
2024
Q4 		$704K Sell
18,356
-1,634
-8% -$65.7K 0.13% 48
2024
Q3 		$825K Sell
19,990
-93,256
-82% -$3.58M 0.15% 47
2024
Q2 		$4.27M Sell
113,246
-2,461
-2% -$91.7K 0.84% 21
2024
Q1 		$4.19M Sell
115,707
-8,754
-7% -$308K 0.85% 22
2023
Q4 		$4.41M Sell
124,461
-254,084
-67% -$8.64M 0.94% 20
2023
Q3 		$12.7M Buy
378,545
+13,548
+4% +$468K 3% 8
2023
Q2 		$12.5M Buy
364,997
+6,588
+2% +$225K 2.91% 8
2023
Q1 		$12.2M Buy
358,409
+98,003
+38% +$3.37M 2.97% 7
2022
Q4 		$8.58M Buy
260,406
+51,895
+25% +$1.68M 2.07% 14
2022
Q3 		$6.29M Buy
208,511
+7,303
+4% +$248K 1.56% 20
2022
Q2 		$6.75M Buy
201,208
+64,748
+47% +$2.34M 1.64% 20
2022
Q1 		$5.27M Buy
136,460
+92,131
+208% +$3.71M 0.96% 24
2021
Q4 		$1.84M Sell
44,329
-1,410
-3% -$60.3K 0.33% 38
2021
Q3 		$1.95M Sell
45,739
-7,124
-13% -$309K 0.38% 36
2021
Q2 		$2.4M Buy
52,863
+3,566
+7% +$160K 0.48% 36
2021
Q1 		$2.16M Sell
49,297
-6,380
-11% -$285K 0.45% 36
2020
Q4 		$2.35M Buy
55,677
+17,719
+47% +$703K 0.54% 30
2020
Q3 		$1.39M Sell
37,958
-1,428
-4% -$52.1K 0.33% 37
2020
Q2 		$1.32M Buy
39,386
+1,433
+4% +$44.8K 0.33% 37
2020
Q1 		$1.08M Buy
+37,953
New +$1.3M 0.32% 38

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

MA Private Wealth's SPEM Position: Q1 2026 in Review

MA Private Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 21% in Q1 2026, selling an estimated $5.6M and leaving 437,500 shares worth $20.5M. The position accounts for 3.47% of the portfolio, ranked #9.

MA Private Wealth first reported a position in SPEM in Q1 2020 and has held it in 25 quarters since. The position peaked at $25.9M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • MA Private Wealth held 437,500 shares of State Street SPDR Portfolio Emerging Markets ETF worth $20.5M as of Q1 2026.
  • MA Private Wealth sold 114,984 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $5.6M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 3.47% of MA Private Wealth's portfolio in Q1 2026, its #9 holding.
  • MA Private Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • MA Private Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $25.9M in Q4 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.