MSH Capital Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

MSH Capital 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	$224K	Hold	4,775	–	–	0.05%	254
2025 Q4	$224K	Buy	+4,775	New	+$225K	0.05%	254
2025 Q3	–	Sell	-4,998	Closed	-$214K	–	252
2025 Q2	$214K	Sell	4,998 -269	-5%	-$10.9K	0.06%	226
2025 Q1	$207K	Sell	5,267 -151	-3%	-$5.92K	0.06%	221
2024 Q4	$208K	Sell	5,418 -464	-8%	-$18.7K	0.07%	221
2024 Q3	$243K	Buy	+5,882	New	+$226K	0.07%	208

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

MSH Capital Advisors's SPEM Position: Q1 2026 in Review

MSH Capital Advisors held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 4,775 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #254.

MSH Capital Advisors first reported a position in SPEM in Q3 2024 and has held it in 6 quarters since. The position peaked at $243K in Q3 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

MSH Capital Advisors held 4,775 shares of State Street SPDR Portfolio Emerging Markets ETF worth $224K as of Q1 2026.
MSH Capital Advisors left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of MSH Capital Advisors's portfolio in Q1 2026, its #254 holding.
MSH Capital Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 6 quarters since.
MSH Capital Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $243K in Q3 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.