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Onyx Bridge Wealth Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Onyx Bridge Wealth Group’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 		$1.22M Sell
26,073
-14,094
-35% -$687K 0.13% 131
2025
Q4 		$1.88M Sell
40,167
-75,817
-65% -$3.57M 0.2% 96
2025
Q3 		$5.43M Buy
115,984
+85,998
+287% +$3.82M 0.59% 44
2025
Q2 		$1.28M Buy
29,986
+5,250
+21% +$212K 0.17% 97
2025
Q1 		$974K Sell
24,736
-239,576
-91% -$9.4M 0.14% 104
2024
Q4 		$10.1M Buy
264,312
+231,050
+695% +$9.29M 1.46% 15
2024
Q3 		$1.37M Sell
33,262
-162,917
-83% -$6.25M 0.21% 86
2024
Q2 		$7.39M Buy
196,179
+103,277
+111% +$3.85M 1.21% 20
2024
Q1 		$3.4M Sell
92,902
-235,136
-72% -$8.27M 0.61% 39
2023
Q4 		$11.6M Buy
328,038
+312,657
+2,033% +$10.6M 2.34% 10
2023
Q3 		$516K Sell
15,381
-75,064
-83% -$2.59M 0.12% 127
2023
Q2 		$3.11M Sell
90,445
-84,000
-48% -$2.87M 0.74% 30
2023
Q1 		$5.95M Buy
174,445
+160,966
+1,194% +$5.54M 2.38% 12
2022
Q4 		$466K Buy
13,479
+2,195
+19% +$71.1K 0.19% 82
2022
Q3 		$346K Sell
11,284
-452
-4% -$15.4K 0.16% 108
2022
Q2 		$400K Sell
11,736
-213,509
-95% -$7.71M 0.18% 79
2022
Q1 		$8.07M Buy
225,245
+77,553
+53% +$3.12M 3.06% 9
2021
Q4 		$6.16M Buy
147,692
+33,420
+29% +$1.43M 2.08% 10
2021
Q3 		$5.03M Buy
114,272
+104,306
+1,047% +$4.53M 1.89% 9
2021
Q2 		$442K Sell
9,966
-343,193
-97% -$15.4M 0.19% 60
2021
Q1 		$15.5M Buy
353,159
+73,032
+26% +$3.26M 7.74% 6
2020
Q4 		$11.8M Buy
+280,127
New +$11.1M 7.74% 4

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

Onyx Bridge Wealth Group's SPEM Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 35% in Q1 2026, selling an estimated $687K and leaving 26,073 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #131.

Onyx Bridge Wealth Group first reported a position in SPEM in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.5M in Q1 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Onyx Bridge Wealth Group held 26,073 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.22M as of Q1 2026.
  • Onyx Bridge Wealth Group sold 14,094 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $687K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.13% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #131 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $15.5M in Q1 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.