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

Mutual 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	$209K	Buy	+4,462	New	+$217K	﹤0.01%	1258
2025 Q4	–	Sell	-4,236	Closed	-$201K	–	1336
2025 Q3	$201K	Sell	4,236 -329	-7%	-$14.6K	﹤0.01%	1232
2025 Q2	$200K	Sell	4,565 -1,158	-20%	-$46.7K	0.01%	1133
2025 Q1	$224K	Buy	5,723 +107	+2%	+$4.2K	0.01%	993
2024 Q4	$213K	Sell	5,616 -79	-1%	-$3.18K	0.01%	1000
2024 Q3	$231K	Sell	5,695 -47,189	-89%	-$1.81M	0.01%	1002
2024 Q2	$1.98M	Buy	52,884 +1,271	+2%	+$47.3K	0.06%	279
2024 Q1	$1.87M	Sell	51,613 -78,646	-60%	-$2.77M	0.06%	293
2023 Q4	$4.61M	Buy	130,259 +64,569	+98%	+$2.2M	0.16%	137
2023 Q3	$2.21M	Sell	65,690 -11,847	-15%	-$410K	0.09%	221
2023 Q2	$2.67M	Buy	77,537 +2,975	+4%	+$102K	0.1%	197
2023 Q1	$2.54M	Buy	74,562 +33,235	+80%	+$1.14M	0.1%	197
2022 Q4	$1.36M	Buy	41,327 +12,190	+42%	+$395K	0.06%	327
2022 Q3	$904K	Buy	29,137 +2,737	+10%	+$93.1K	0.05%	394
2022 Q2	$918K	Sell	26,400 -26,586	-50%	-$960K	0.06%	362
2022 Q1	$2.05M	Buy	52,986 +15,127	+40%	+$609K	0.11%	205
2021 Q4	$1.57M	Buy	37,859 +1,372	+4%	+$58.7K	0.08%	274
2021 Q3	$1.55M	Buy	36,487 +15,365	+73%	+$667K	0.09%	267
2021 Q2	$961K	Sell	21,122 -50,097	-70%	-$2.24M	0.06%	357
2021 Q1	$3.12M	Buy	71,219 +4,775	+7%	+$213K	0.21%	108
2020 Q4	$2.8M	Sell	66,444 -2,938	-4%	-$117K	0.21%	106
2020 Q3	$2.54M	Buy	69,382 +633	+0.9%	+$23.1K	0.22%	104
2020 Q2	$2.3M	Buy	68,749 +7,252	+12%	+$227K	0.23%	106
2020 Q1	$1.75M	Sell	61,497 -15,366	-20%	-$528K	0.24%	107
2019 Q4	$2.89M	Buy	76,863 +31,765	+70%	+$1.14M	0.31%	78
2019 Q3	$1.55M	Buy	45,098 +7,341	+19%	+$255K	0.2%	122
2019 Q2	$1.35M	Buy	37,757 +29,322	+348%	+$1.04M	0.18%	140
2019 Q1	$302K	Buy	+8,435	New	+$294K	0.04%	366
2018 Q4	–	Sell	-22,281	Closed	-$776K	–	485
2018 Q3	$776K	Buy	22,281 +2,443	+12%	+$86.1K	0.12%	211
2018 Q2	$701K	Buy	19,838 +2,422	+14%	+$91.2K	0.16%	192
2018 Q1	$684K	Buy	+17,416	New	+$698K	0.17%	195

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

Mutual Advisors's SPEM Position: Q1 2026 in Review

Mutual Advisors opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026: 4,462 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in SPEM as recently as Q3 2025.

Mutual Advisors first reported a position in SPEM in Q1 2018 and has held it in 31 quarters since. The position peaked at $4.61M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Mutual Advisors held 4,462 shares of State Street SPDR Portfolio Emerging Markets ETF worth $209K as of Q1 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Mutual Advisors position in Q1 2026.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1258 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 31 quarters since.
Mutual Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.61M in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.