Paladin Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-64,349	Closed	-$2.12M	–	459
2022 Q4	$2.12M	Sell	64,349 -1,393	-2%	-$45.1K	1.81%	18
2022 Q3	$2.04M	Sell	65,742 -2,829	-4%	-$96.3K	1.86%	18
2022 Q2	$2.38M	Buy	+68,571	New	+$2.48M	2.05%	15
2022 Q1	–	Sell	-47,178	Closed	-$1.96M	–	475
2021 Q4	$1.96M	Buy	+47,178	New	+$2.02M	1.59%	17

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

Paladin Advisory Group's SPEM Position: Q1 2026 in Review

Paladin Advisory Group held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 3,471 shares worth $163K. The position accounts for 0.12% of the portfolio, ranked #95.

Paladin Advisory Group first reported a position in SPEM in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.75M in Q1 2022. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Paladin Advisory Group held 3,471 shares of State Street SPDR Portfolio Emerging Markets ETF worth $163K as of Q1 2026.
Paladin Advisory Group left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.12% of Paladin Advisory Group's portfolio in Q1 2026, its #95 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.75M in Q1 2022.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.