Narus Financial Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Narus Financial Partners’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	$295K	Buy	6,290 +472	+8%	+$23K	0.08%	137
2025 Q4	$272K	Buy	5,818 +60	+1%	+$2.82K	0.08%	140
2025 Q3	$270K	Buy	5,758 +127	+2%	+$5.65K	0.07%	146
2025 Q2	$241K	Buy	5,631 +432	+8%	+$17.4K	0.08%	136
2025 Q1	$205K	Sell	5,199 -328	-6%	-$12.9K	0.07%	148
2024 Q4	$212K	Sell	5,527 -1,477	-21%	-$59.4K	0.07%	142
2024 Q3	$289K	Sell	7,004 -70	-1%	-$2.68K	0.1%	119
2024 Q2	$266K	Buy	7,074 +69	+1%	+$2.57K	0.11%	119
2024 Q1	$253K	Sell	7,005 -307	-4%	-$10.8K	0.11%	125
2023 Q4	$259K	Buy	7,312 +349	+5%	+$11.9K	0.12%	115
2023 Q3	$234K	Buy	6,963 +278	+4%	+$9.61K	0.12%	110
2023 Q2	$230K	Buy	6,685 +613	+10%	+$21K	0.12%	106
2023 Q1	$207K	Buy	+6,072	New	+$209K	0.11%	110
2022 Q3	–	Sell	-6,176	Closed	-$215K	–	119
2022 Q2	$215K	Sell	6,176 -3,175	-34%	-$115K	0.14%	105
2022 Q1	$361K	Buy	+9,351	New	+$377K	0.2%	69
2021 Q1	$260K	Buy	+5,948	New	+$266K	0.16%	81

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

Narus Financial Partners's SPEM Position: Q1 2026 in Review

Narus Financial Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.1% in Q1 2026, buying an estimated $23K and bringing the position to 6,290 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #137.

Narus Financial Partners first reported a position in SPEM in Q1 2021 and has held it in 16 quarters since. The position peaked at $361K in Q1 2022. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Narus Financial Partners held 6,290 shares of State Street SPDR Portfolio Emerging Markets ETF worth $295K as of Q1 2026.
Narus Financial Partners bought 472 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $23K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Narus Financial Partners's portfolio in Q1 2026, its #137 holding.
Narus Financial Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 16 quarters since.
Narus Financial Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $361K in Q1 2022.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.