Perennial Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Perennial Investment 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	$829K	Buy	17,674 +892	+5%	+$43.5K	0.07%	216
2025 Q4	$786K	Sell	16,782 -744	-4%	-$35K	0.06%	221
2025 Q3	$820K	Sell	17,526 -791	-4%	-$35.2K	0.07%	208
2025 Q2	$783K	Sell	18,317 -1,153	-6%	-$46.5K	0.08%	200
2025 Q1	$767K	Sell	19,470 -6,461	-25%	-$253K	0.09%	190
2024 Q4	$995K	Sell	25,931 -29,715	-53%	-$1.2M	0.12%	151
2024 Q3	$2.3M	Sell	55,646 -11,379	-17%	-$436K	0.3%	66
2024 Q2	$2.52M	Buy	67,025 +2,542	+4%	+$94.7K	0.36%	55
2024 Q1	$2.33M	Buy	64,483 +786	+1%	+$27.7K	0.35%	56
2023 Q4	$2.26M	Buy	63,697 +120	+0.2%	+$4.08K	0.37%	59
2023 Q3	$2.13M	Sell	63,577 -2,135	-3%	-$73.8K	0.39%	61
2023 Q2	$2.26M	Sell	65,712 -75,038	-53%	-$2.57M	0.4%	55
2023 Q1	$4.8M	Buy	+140,750	New	+$4.84M	0.89%	22

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

Perennial Investment Advisors's SPEM Position: Q1 2026 in Review

Perennial Investment Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.3% in Q1 2026, buying an estimated $43.5K and bringing the position to 17,674 shares worth $829K. The position accounts for 0.07% of the portfolio, ranked #216.

Perennial Investment Advisors first reported a position in SPEM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.8M in Q1 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Perennial Investment Advisors held 17,674 shares of State Street SPDR Portfolio Emerging Markets ETF worth $829K as of Q1 2026.
Perennial Investment Advisors bought 892 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $43.5K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #216 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.8M in Q1 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.