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Moneta Group Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Moneta Group Investment 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 		$3.22M Sell
68,682
-3,960
-5% -$193K 0.02% 211
2025
Q4 		$3.4M Sell
72,642
-3,542
-5% -$167K 0.03% 209
2025
Q3 		$3.57M Sell
76,184
-7,915
-9% -$352K 0.03% 194
2025
Q2 		$3.59M Buy
84,099
+2,727
+3% +$110K 0.04% 161
2025
Q1 		$3.2M Sell
81,372
-7,745
-9% -$304K 0.04% 163
2024
Q4 		$3.42M Sell
89,117
-15,451
-15% -$621K 0.05% 154
2024
Q3 		$4.32M Sell
104,568
-27,183
-21% -$1.04M 0.06% 136
2024
Q2 		$4.96M Sell
131,751
-11,550
-8% -$430K 0.08% 122
2024
Q1 		$5.19M Sell
143,301
-33,593
-19% -$1.18M 0.08% 121
2023
Q4 		$6.26M Sell
176,894
-25,251
-12% -$859K 0.12% 92
2023
Q3 		$6.79M Buy
202,145
+1,146
+0.6% +$39.6K 0.15% 78
2023
Q2 		$6.91M Buy
200,999
+4,111
+2% +$141K 0.15% 81
2023
Q1 		$6.72M Buy
196,888
+8,302
+4% +$286K 0.16% 84
2022
Q4 		$6.22M Sell
188,586
-42,342
-18% -$1.37M 0.17% 86
2022
Q3 		$7.17M Buy
230,928
+6,309
+3% +$215K 0.27% 73
2022
Q2 		$7.81M Buy
224,619
+12,559
+6% +$454K 0.27% 74
2022
Q1 		$8.19M Buy
212,060
+205,294
+3,034% +$8.27M 0.32% 64
2021
Q4 		$8.06M Sell
6,766
-176,916
-96% -$7.56M 0.33% 62
2021
Q3 		$7.81M Buy
183,682
+15,550
+9% +$675K 0.36% 60
2021
Q2 		$7.65M Buy
168,132
+8,264
+5% +$370K 0.35% 66
2021
Q1 		$7M Buy
159,868
+6,120
+4% +$274K 0.37% 63
2020
Q4 		$6.48M Buy
153,748
+2,326
+2% +$92.3K 0.47% 51
2020
Q3 		$5.54M Sell
151,422
-2,672
-2% -$97.5K 0.48% 49
2020
Q2 		$5.16M Buy
154,094
+15,232
+11% +$476K 0.49% 50
2020
Q1 		$3.95M Buy
138,862
+31,360
+29% +$1.08M 0.41% 55
2019
Q4 		$4.04M Buy
107,502
+1,522
+1% +$54.8K 0.34% 53
2019
Q3 		$3.63M Buy
105,980
+4,220
+4% +$146K 0.34% 57
2019
Q2 		$3.64M Buy
101,760
+697
+0.7% +$24.7K 0.36% 49
2019
Q1 		$3.61M Buy
101,063
+4,277
+4% +$149K 0.38% 51
2018
Q4 		$3.13M Sell
96,786
-15,231
-14% -$502K 0.37% 51
2018
Q3 		$3.9M Buy
112,017
+92,534
+475% +$3.26M 0.4% 48
2018
Q2 		$689K Buy
+19,483
New +$733K 0.08% 143

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

Moneta Group Investment Advisors's SPEM Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.5% in Q1 2026, selling an estimated $193K and leaving 68,682 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #211.

Moneta Group Investment Advisors first reported a position in SPEM in Q2 2018 and has held it in 32 quarters since. The position peaked at $8.19M in Q1 2022. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Moneta Group Investment Advisors held 68,682 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.22M as of Q1 2026.
  • Moneta Group Investment Advisors sold 3,960 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $193K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #211 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 32 quarters since.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $8.19M in Q1 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.