MOTCO’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

MOTCO’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	-64	Closed	-$3K	–	661
2025 Q4	$3K	Hold	64	–	–	﹤0.01%	547
2025 Q3	$3K	Sell	64 -64	-50%	-$2.85K	﹤0.01%	551
2025 Q2	$5.5K	Buy	+128	New	+$5.17K	﹤0.01%	464
2024 Q4	–	Sell	-283	Closed	-$11.7K	–	573
2024 Q3	$11.7K	Hold	283	–	–	﹤0.01%	459
2024 Q2	$10.7K	Buy	+283	New	+$10.5K	﹤0.01%	551
2022 Q3	–	Sell	-236	Closed	-$8K	–	671
2022 Q2	$8K	Hold	236	–	–	﹤0.01%	490
2022 Q1	$9K	Hold	236	–	–	﹤0.01%	496
2021 Q4	$10K	Hold	236	–	–	﹤0.01%	478
2021 Q3	$10K	Hold	236	–	–	﹤0.01%	505
2021 Q2	$11K	Hold	236	–	–	﹤0.01%	486
2021 Q1	$10K	Hold	236	–	–	﹤0.01%	473
2020 Q4	$10K	Buy	+236	New	+$9.37K	﹤0.01%	533

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

MOTCO's SPEM Position: Q1 2026 in Review

MOTCO sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 64 shares — an estimated $3K sold.

MOTCO first reported a position in SPEM in Q4 2020 and held it in 12 quarters. The position peaked at $11.7K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

MOTCO reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
MOTCO sold 64 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3K.
MOTCO first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 12 quarters.
MOTCO's State Street SPDR Portfolio Emerging Markets ETF position peaked at $11.7K in Q3 2024.
1,005 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.