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

Modern 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 		– Sell
-10,901
Closed -$510K – 936
2025
Q4 		$510K Sell
10,901
-6
-0.1% -$282 0.01% 532
2025
Q3 		$511K Buy
10,907
+111
+1% +$4.93K 0.01% 503
2025
Q2 		$461K Buy
10,796
+4,372
+68% +$176K 0.01% 498
2025
Q1 		$253K Buy
6,424
+605
+10% +$23.7K 0.01% 580
2024
Q4 		$223K Buy
5,819
+137
+2% +$5.51K 0.01% 530
2024
Q3 		$235K Buy
+5,682
New +$218K 0.01% 386

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Modern Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 10,901 shares — an estimated $510K sold.

Modern Wealth Management first reported a position in SPEM in Q3 2024 and held it in 6 quarters. The position peaked at $511K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Modern Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 10,901 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $510K.
  • Modern Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and held it in 6 quarters.
  • Modern Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $511K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.