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NFP Retirement Inc’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

NFP Retirement Inc’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 		$1.27M Buy
26,989
+718
+3% +$35K 0.08% 126
2025
Q4 		$1.23M Buy
26,271
+1,708
+7% +$80.4K 0.07% 122
2025
Q3 		$1.15M Buy
24,563
+1,308
+6% +$58.2K 0.07% 121
2025
Q2 		$994K Buy
23,255
+4,342
+23% +$175K 0.07% 136
2025
Q1 		$745K Buy
18,913
+478
+3% +$18.7K 0.06% 142
2024
Q4 		$707K Buy
18,435
+1,500
+9% +$60.3K 0.06% 147
2024
Q3 		$699K Sell
16,935
-289
-2% -$11.1K 0.06% 153
2024
Q2 		$649K Buy
17,224
+344
+2% +$12.8K 0.05% 157
2024
Q1 		$611K Sell
16,880
-550
-3% -$19.4K 0.05% 163
2023
Q4 		$617K Sell
17,430
-1,771
-9% -$60.2K 0.1% 132
2023
Q3 		$645K Sell
19,201
-848
-4% -$29.3K 0.12% 123
2023
Q2 		$689K Buy
20,049
+956
+5% +$32.7K 0.13% 120
2023
Q1 		$652K Buy
19,093
+840
+5% +$28.9K 0.13% 131
2022
Q4 		$602K Buy
18,253
+1,034
+6% +$33.5K 0.13% 128
2022
Q3 		$534K Sell
17,219
-1,987
-10% -$67.6K 0.13% 132
2022
Q2 		$668K Buy
19,206
+1,273
+7% +$46K 0.17% 106
2022
Q1 		$693K Sell
17,933
-160
-0.9% -$6.45K 0.16% 99
2021
Q4 		$751K Buy
18,093
+2,956
+20% +$126K 0.27% 62
2021
Q3 		$644K Buy
15,137
+1,578
+12% +$68.5K 0.26% 63
2021
Q2 		$617K Buy
13,559
+2,216
+20% +$99.2K 0.24% 69
2021
Q1 		$497K Buy
11,343
+749
+7% +$33.5K 0.22% 74
2020
Q4 		$447K Buy
10,594
+2,991
+39% +$119K 0.28% 69
2020
Q3 		$278K Buy
+7,603
New +$277K 0.18% 86

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

NFP Retirement Inc's SPEM Position: Q1 2026 in Review

NFP Retirement Inc increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.7% in Q1 2026, buying an estimated $35K and bringing the position to 26,989 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #126.

NFP Retirement Inc first reported a position in SPEM in Q3 2020 and has held it in 23 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • NFP Retirement Inc held 26,989 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.27M as of Q1 2026.
  • NFP Retirement Inc bought 718 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $35K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of NFP Retirement Inc's portfolio in Q1 2026, its #126 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and has held it in 23 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.