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Morling Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Morling Financial 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 		$706K Sell
15,060
-318
-2% -$15.5K 0.22% 39
2025
Q4 		$720K Sell
15,378
-477
-3% -$22.5K 0.23% 38
2025
Q3 		$742K Sell
15,855
-360
-2% -$16K 0.25% 38
2025
Q2 		$693K Sell
16,215
-89
-0.5% -$3.59K 0.23% 38
2025
Q1 		$642K Sell
16,304
-202
-1% -$7.92K 0.22% 38
2024
Q4 		$633K Sell
16,506
-46
-0.3% -$1.85K 0.22% 35
2024
Q3 		$683K Sell
16,552
-12
-0.1% -$460 0.26% 33
2024
Q2 		$624K Sell
16,564
-15
-0.1% -$559 0.27% 32
2024
Q1 		$600K Sell
16,579
-1,172
-7% -$41.2K 0.34% 34
2023
Q4 		$629K Buy
17,751
+125
+0.7% +$4.25K 0.51% 31
2023
Q3 		$592K Sell
17,626
-182
-1% -$6.29K 0.59% 30
2023
Q2 		$612K Sell
17,808
-102
-0.6% -$3.49K 0.59% 30
2023
Q1 		$611K Sell
17,910
-88
-0.5% -$3.03K 0.66% 29
2022
Q4 		$593K Sell
17,998
-787
-4% -$25.5K 0.76% 29
2022
Q3 		$583K Sell
18,785
-75
-0.4% -$2.55K 0.79% 26
2022
Q2 		$656K Sell
18,860
-272
-1% -$9.82K 0.86% 26
2022
Q1 		$739K Sell
19,132
-206
-1% -$8.3K 0.93% 21
2021
Q4 		$802K Buy
+19,338
New +$827K 0.77% 18

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

Morling Financial Advisors's SPEM Position: Q1 2026 in Review

Morling Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.1% in Q1 2026, selling an estimated $15.5K and leaving 15,060 shares worth $706K. The position accounts for 0.22% of the portfolio, ranked #39.

Morling Financial Advisors first reported a position in SPEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $802K in Q4 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Morling Financial Advisors held 15,060 shares of State Street SPDR Portfolio Emerging Markets ETF worth $706K as of Q1 2026.
  • Morling Financial Advisors sold 318 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $15.5K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.22% of Morling Financial Advisors's portfolio in Q1 2026, its #39 holding.
  • Morling Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $802K in Q4 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.