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McKinley Carter Wealth Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

McKinley Carter Wealth Services’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 		$1.97M Sell
42,064
-12,318
-23% -$600K 0.11% 125
2025
Q4 		$2.55M Sell
54,382
-16,997
-24% -$800K 0.14% 113
2025
Q3 		$3.34M Sell
71,379
-1,971
-3% -$87.6K 0.18% 91
2025
Q2 		$3.13M Buy
73,350
+5,380
+8% +$217K 0.17% 89
2025
Q1 		$2.68M Sell
67,970
-13,397
-16% -$525K 0.16% 92
2024
Q4 		$3.12M Sell
81,367
-751
-0.9% -$30.2K 0.19% 86
2024
Q3 		$3.39M Sell
82,118
-941
-1% -$36.1K 0.2% 86
2024
Q2 		$3.13M Sell
83,059
-3,893
-4% -$145K 0.2% 86
2024
Q1 		$3.15M Sell
86,952
-2,842
-3% -$100K 0.21% 89
2023
Q4 		$3.18M Buy
89,794
+7,219
+9% +$246K 0.23% 82
2023
Q3 		$2.77M Sell
82,575
-3,428
-4% -$118K 0.22% 83
2023
Q2 		$2.96M Sell
86,003
-3,945
-4% -$135K 0.22% 82
2023
Q1 		$3.07M Sell
89,948
-37,407
-29% -$1.29M 0.24% 75
2022
Q4 		$4.2M Buy
127,355
+52,055
+69% +$1.69M 0.36% 63
2022
Q3 		$2.34M Sell
75,300
-8,941
-11% -$304K 0.22% 78
2022
Q2 		$2.93M Sell
84,241
-21,440
-20% -$774K 0.26% 74
2022
Q1 		$4.08M Sell
105,681
-52,105
-33% -$2.1M 0.32% 63
2021
Q4 		$6.55M Buy
157,786
+57,687
+58% +$2.47M 0.49% 47
2021
Q3 		$4.26M Sell
100,099
-29,940
-23% -$1.3M 0.35% 63
2021
Q2 		$5.92M Buy
130,039
+7,895
+6% +$353K 0.49% 44
2021
Q1 		$5.35M Buy
+122,144
New +$5.46M 0.46% 50

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

McKinley Carter Wealth Services's SPEM Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 23% in Q1 2026, selling an estimated $600K and leaving 42,064 shares worth $1.97M. The position accounts for 0.11% of the portfolio, ranked #125.

McKinley Carter Wealth Services first reported a position in SPEM in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.55M in Q4 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • McKinley Carter Wealth Services held 42,064 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.97M as of Q1 2026.
  • McKinley Carter Wealth Services sold 12,318 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $600K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.11% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #125 holding.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.55M in Q4 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.