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

Meridian 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	$206K	Sell	4,393 -146	-3%	-$7.11K	0.01%	744
2025 Q4	$212K	Sell	4,539 -155	-3%	-$7.3K	0.01%	710
2025 Q3	$220K	Sell	4,694 -507	-10%	-$22.5K	0.01%	655
2025 Q2	$222K	Buy	+5,201	New	+$210K	0.01%	625
2025 Q1	–	Sell	-10,308	Closed	-$396K	–	645
2024 Q4	$396K	Sell	10,308 -2,317	-18%	-$93.2K	0.02%	466
2024 Q3	$521K	Sell	12,625 -8,274	-40%	-$317K	0.03%	397
2024 Q2	$787K	Buy	+20,899	New	+$778K	0.09%	134
2024 Q1	–	Sell	-66,403	Closed	-$2.35M	–	482
2023 Q4	$2.35M	Buy	66,403 +59,329	+839%	+$2.02M	0.15%	155
2023 Q3	$238K	Buy	7,074 +64	+0.9%	+$2.21K	0.01%	488
2023 Q2	$241K	Sell	7,010 -209	-3%	-$7.15K	0.02%	480
2023 Q1	$246K	Sell	7,219 -494	-6%	-$17K	0.02%	469
2022 Q4	$254K	Buy	7,713 +83	+1%	+$2.69K	0.02%	451
2022 Q3	$237K	Sell	7,630 -2,507	-25%	-$85.3K	0.03%	417
2022 Q2	$352K	Buy	+10,137	New	+$366K	0.03%	414

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

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

Meridian Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.2% in Q1 2026, selling an estimated $7.11K and leaving 4,393 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #744.

Meridian Wealth Management first reported a position in SPEM in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.35M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Meridian Wealth Management held 4,393 shares of State Street SPDR Portfolio Emerging Markets ETF worth $206K as of Q1 2026.
Meridian Wealth Management sold 146 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $7.11K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #744 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 14 quarters since.
Meridian Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.35M in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.