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Optimist Retirement Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Optimist Retirement 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 		$6.7M Sell
142,731
-1,331
-0.9% -$64.8K 2.95% 7
2025
Q4 		$6.74M Buy
144,062
+276
+0.2% +$13K 3.09% 7
2025
Q3 		$6.73M Sell
143,786
-9,089
-6% -$404K 3.04% 7
2025
Q2 		$6.53M Sell
152,875
-2,950
-2% -$119K 3.13% 7
2025
Q1 		$6.13M Sell
155,825
-162
-0.1% -$6.35K 3.07% 7
2024
Q4 		$5.99M Buy
155,987
+3,171
+2% +$128K 2.83% 8
2024
Q3 		$6.31M Buy
152,816
+7,488
+5% +$287K 2.85% 8
2024
Q2 		$5.47M Buy
145,328
+619
+0.4% +$23.1K 2.88% 7
2024
Q1 		$5.24M Buy
144,709
+14,907
+11% +$525K 2.69% 7
2023
Q4 		$4.6M Buy
+129,802
New +$4.41M 2.99% 7

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

Optimist Retirement Group's SPEM Position: Q1 2026 in Review

Optimist Retirement Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.92% in Q1 2026, selling an estimated $64.8K and leaving 142,731 shares worth $6.7M. The position accounts for 2.95% of the portfolio, ranked #7.

Optimist Retirement Group first reported a position in SPEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.74M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Optimist Retirement Group held 142,731 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.7M as of Q1 2026.
  • Optimist Retirement Group sold 1,331 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $64.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.95% of Optimist Retirement Group's portfolio in Q1 2026, its #7 holding.
  • Optimist Retirement Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • Optimist Retirement Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.74M in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.