PIA
SPEM icon

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
Q2 		$819K Sell
15,819
-1,855
-10% -$94.9K 0.05% 243
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Perennial Investment Advisors's SPEM Position: Q2 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 10% in Q2 2026, selling an estimated $94.9K and leaving 15,819 shares worth $819K. The position accounts for 0.05% of the portfolio, ranked #243.

Perennial Investment Advisors first reported a position in SPEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.8M in Q1 2023. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Perennial Investment Advisors held 15,819 shares of State Street SPDR Portfolio Emerging Markets ETF worth $819K as of Q2 2026.
  • Perennial Investment Advisors sold 1,855 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $94.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #243 holding.
  • Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • Perennial Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.8M in Q1 2023.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.