ORBA Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

ORBA Wealth Advisors’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	$2.02M	Sell	43,023 -7,244	-14%	-$353K	2.41%	16
2025 Q4	$2.35M	Sell	50,267 -7,561	-13%	-$356K	2.04%	14
2025 Q3	$2.71M	Sell	57,828 -3,875	-6%	-$172K	2.23%	14
2025 Q2	$2.64M	Sell	61,703 -46,321	-43%	-$1.87M	2.4%	14
2025 Q1	$4.25M	Buy	108,024 +11,790	+12%	+$462K	2.14%	17
2024 Q4	$3.69M	Buy	96,234 +1,058	+1%	+$42.6K	1.93%	18
2024 Q3	$3.93M	Sell	95,176 -150	-0.2%	-$5.75K	1.99%	17
2024 Q2	$3.59M	Buy	95,326 +3,854	+4%	+$144K	1.86%	20
2024 Q1	$3.31M	Buy	91,472 +830	+0.9%	+$29.2K	1.83%	20
2023 Q4	$3.21M	Buy	+90,642	New	+$3.08M	1.92%	19

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

ORBA Wealth Advisors's SPEM Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 14% in Q1 2026, selling an estimated $353K and leaving 43,023 shares worth $2.02M. The position accounts for 2.41% of the portfolio, ranked #16.

ORBA Wealth Advisors first reported a position in SPEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.25M in Q1 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

ORBA Wealth Advisors held 43,023 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.02M as of Q1 2026.
ORBA Wealth Advisors sold 7,244 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $353K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.41% of ORBA Wealth Advisors's portfolio in Q1 2026, its #16 holding.
ORBA Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.25M in Q1 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.