Opes Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Opes Wealth Management’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	$8.2M	Buy	174,870 +2,842	+2%	+$138K	1.35%	26
2025 Q4	$8.05M	Buy	172,028 +2,665	+2%	+$125K	1.31%	26
2025 Q3	$7.93M	Sell	169,363 -126	-0.1%	-$5.6K	1.37%	26
2025 Q2	$7.24M	Sell	169,489 -10,227	-6%	-$413K	1.29%	27
2025 Q1	$7.08M	Sell	179,716 -30,490	-15%	-$1.2M	1.43%	23
2024 Q4	$8.07M	Buy	210,206 +3,909	+2%	+$157K	1.65%	18
2024 Q3	$8.52M	Sell	206,297 -912	-0.4%	-$35K	1.64%	15
2024 Q2	$7.81M	Sell	207,209 -14,436	-7%	-$538K	1.63%	17
2024 Q1	$8.02M	Sell	221,645 -21,231	-9%	-$747K	1.85%	14
2023 Q4	$8.6M	Buy	242,876 +8,511	+4%	+$289K	2.06%	10
2023 Q3	$7.87M	Buy	234,365 +18,847	+9%	+$651K	2.18%	12
2023 Q2	$7.41M	Buy	215,518 +19,137	+10%	+$654K	2.1%	12
2023 Q1	$6.7M	Buy	196,381 +16,856	+9%	+$580K	2.16%	12
2022 Q4	$5.92M	Sell	179,525 -5,161	-3%	-$167K	2.15%	16
2022 Q3	$5.73M	Buy	184,686 +6,974	+4%	+$237K	2.29%	13
2022 Q2	$6.18M	Buy	177,712 +6,352	+4%	+$229K	2.47%	10
2022 Q1	$6.62M	Sell	171,360 -33,642	-16%	-$1.36M	2.16%	14
2021 Q4	$8.51M	Buy	205,002 +13,900	+7%	+$594K	2.64%	8
2021 Q3	$8.13M	Buy	191,102 +19,855	+12%	+$862K	2.88%	10
2021 Q2	$7.79M	Buy	171,247 +3,181	+2%	+$142K	2.88%	10
2021 Q1	$7.36M	Buy	168,066 +1,559	+0.9%	+$69.7K	2.87%	10
2020 Q4	$7.01M	Buy	166,507 +6,024	+4%	+$239K	3.38%	8
2020 Q3	$5.87M	Buy	160,483 +4,466	+3%	+$163K	2.8%	13
2020 Q2	$5.22M	Sell	156,017 -6,305	-4%	-$197K	2.66%	13
2020 Q1	$4.62M	Buy	162,322 +36,249	+29%	+$1.25M	3.48%	10
2019 Q4	$4.74M	Buy	126,073 +12,595	+11%	+$454K	2.91%	11
2019 Q3	$3.89M	Buy	113,478 +43,974	+63%	+$1.53M	2.57%	11
2019 Q2	$2.49M	Buy	69,504 +41,424	+148%	+$1.47M	1.7%	20
2019 Q1	$1M	Buy	+28,080	New	+$978K	0.73%	25

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

Opes Wealth Management's SPEM Position: Q1 2026 in Review

Opes Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.7% in Q1 2026, buying an estimated $138K and bringing the position to 174,870 shares worth $8.2M. The position accounts for 1.35% of the portfolio, ranked #26.

Opes Wealth Management first reported a position in SPEM in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.6M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Opes Wealth Management held 174,870 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.2M as of Q1 2026.
Opes Wealth Management bought 2,842 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $138K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.35% of Opes Wealth Management's portfolio in Q1 2026, its #26 holding.
Opes Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and has held it in 29 quarters since.
Opes Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $8.6M in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.