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Money Concepts Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Money Concepts Capital’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 		$1.3M Buy
27,744
+4,769
+21% +$232K 0.07% 249
2025
Q4 		$1.08M Buy
22,975
+1,256
+6% +$59.1K 0.06% 260
2025
Q3 		$1.02M Buy
21,719
+1,324
+6% +$58.9K 0.06% 248
2025
Q2 		$872K Buy
20,395
+2,150
+12% +$86.8K 0.06% 260
2025
Q1 		$718K Buy
18,245
+1,983
+12% +$77.8K 0.05% 261
2024
Q4 		$624K Buy
16,262
+1,297
+9% +$52.2K 0.05% 271
2024
Q3 		$618K Sell
14,965
-1,521
-9% -$58.3K 0.05% 270
2024
Q2 		$621K Buy
16,486
+2,154
+15% +$80.2K 0.05% 263
2024
Q1 		$519K Buy
14,332
+3,265
+30% +$115K 0.05% 282
2023
Q4 		$392K Buy
11,067
+3,520
+47% +$120K 0.04% 305
2023
Q3 		$253K Buy
7,547
+952
+14% +$32.9K 0.03% 310
2023
Q2 		$227K Sell
6,595
-369,753
-98% -$12.6M 0.02% 339
2023
Q1 		$12.4M Buy
376,348
+338,142
+885% +$11.6M 0.69% 43
2022
Q4 		$1.26M Sell
38,206
-1,278
-3% -$41.4K 0.06% 258
2022
Q3 		$1.23M Buy
39,484
+30,116
+321% +$1.02M 0.07% 210
2022
Q2 		$324K Buy
9,368
+389
+4% +$14K 0.03% 335
2022
Q1 		$347K Sell
8,979
-111
-1% -$4.47K 0.02% 539
2021
Q4 		$377K Buy
+9,090
New +$389K 0.03% 358
2021
Q1 		$517K Buy
11,814
+52
+0.4% +$2.32K 0.04% 309
2020
Q4 		$496K Buy
+11,762
New +$467K 0.05% 290

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

Money Concepts Capital's SPEM Position: Q1 2026 in Review

Money Concepts Capital increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 21% in Q1 2026, buying an estimated $232K and bringing the position to 27,744 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #249.

Money Concepts Capital first reported a position in SPEM in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.4M in Q1 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Money Concepts Capital held 27,744 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.3M as of Q1 2026.
  • Money Concepts Capital bought 4,769 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $232K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of Money Concepts Capital's portfolio in Q1 2026, its #249 holding.
  • Money Concepts Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $12.4M in Q1 2023.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.