Midwest Capital Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Midwest Capital Advisors’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	$12M	Sell	255,169 -152,819	-37%	-$7.45M	5.59%	4
2025 Q4	$19.1M	Buy	407,988 +101,817	+33%	+$4.79M	9.15%	3
2025 Q3	$14.3M	Buy	306,171 +37,531	+14%	+$1.67M	6.91%	5
2025 Q2	$11.5M	Buy	268,640 +120,677	+82%	+$4.87M	6.05%	5
2025 Q1	$5.83M	Buy	147,963 +80,945	+121%	+$3.17M	3.58%	5
2024 Q4	$2.57M	Buy	+67,018	New	+$2.7M	1.88%	13

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

Midwest Capital Advisors's SPEM Position: Q1 2026 in Review

Midwest Capital Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 37% in Q1 2026, selling an estimated $7.45M and leaving 255,169 shares worth $12M. The position accounts for 5.59% of the portfolio, ranked #4.

Midwest Capital Advisors first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.1M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Midwest Capital Advisors held 255,169 shares of State Street SPDR Portfolio Emerging Markets ETF worth $12M as of Q1 2026.
Midwest Capital Advisors sold 152,819 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $7.45M.
State Street SPDR Portfolio Emerging Markets ETF made up 5.59% of Midwest Capital Advisors's portfolio in Q1 2026, its #4 holding.
Midwest Capital Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $19.1M in Q4 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.