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MFG
Merit Financial Group’s
State Street SPDR Portfolio Emerging Markets ETF
SPEM
Stock Holding History
Merit Financial Group’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
$15.3M
Buy
326,192
+34,309
+12%
+$1.67M
0.11%
162
2025
Q4
$13.7M
Buy
291,883
+138,002
+90%
+$6.5M
0.11%
157
2025
Q3
$7.2M
Sell
153,881
-7,286
-5%
-$324K
0.07%
226
2025
Q2
$6.89M
Buy
161,167
+62,434
+63%
+$2.52M
0.08%
200
2025
Q1
$3.89M
Sell
98,733
-65,367
-40%
-$2.56M
0.06%
268
2024
Q4
$6.3M
Buy
164,100
+2,007
+1%
+$80.7K
0.11%
157
2024
Q3
$6.69M
Sell
162,093
-11,564
-7%
-$443K
0.15%
121
2024
Q2
$6.54M
Sell
173,657
-3,229
-2%
-$120K
0.14%
113
2024
Q1
$6.66M
Sell
176,886
-29,431
-14%
-$1.04M
0.16%
111
2023
Q4
$7.31M
Buy
206,317
+47,155
+30%
+$1.6M
0.22%
68
2023
Q3
$5.34M
Buy
159,162
+380
+0.2%
+$13.1K
0.18%
90
2023
Q2
$5.46M
Sell
158,782
-23,590
-13%
-$807K
0.18%
88
2023
Q1
$6.22M
Sell
182,372
-1,598
-0.9%
-$55K
0.23%
70
2022
Q4
$6.06M
Buy
183,970
+161,081
+704%
+$5.22M
0.22%
69
2022
Q3
$710K
Buy
22,889
+11,538
+102%
+$393K
0.03%
300
2022
Q2
$395K
Sell
11,351
-254,413
-96%
-$9.19M
0.01%
396
2022
Q1
$10.3M
Buy
265,764
+258,136
+3,384%
+$10.4M
0.62%
23
2021
Q4
$316K
Buy
+7,628
New
+$326K
0.03%
219
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
$376B AUM
19.32%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B 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
$761B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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