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

Peterson 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 		$2.26M Buy
48,272
+837
+2% +$40.8K 0.3% 29
2025
Q4 		$2.22M Sell
47,435
-19,651
-29% -$925K 0.3% 30
2025
Q3 		$3.17M Sell
67,086
-590
-0.9% -$26.2K 0.47% 28
2025
Q2 		$2.89M Sell
67,676
-1,899
-3% -$76.6K 0.48% 25
2025
Q1 		$2.45M Buy
69,575
+10,264
+17% +$403K 0.47% 26
2024
Q4 		$2.28M Buy
59,311
+22,221
+60% +$894K 0.41% 28
2024
Q3 		$1.53M Buy
37,090
+403
+1% +$15.5K 0.29% 29
2024
Q2 		$1.38M Buy
36,687
+322
+0.9% +$12K 0.29% 28
2024
Q1 		$1.32M Sell
36,365
-3,680
-9% -$129K 0.28% 28
2023
Q4 		$1.42M Sell
40,045
-2,117
-5% -$72K 0.34% 28
2023
Q3 		$1.42M Sell
42,162
-278
-0.7% -$9.61K 0.38% 25
2023
Q2 		$1.47M Sell
42,440
-4,878
-10% -$167K 0.39% 26
2023
Q1 		$1.61M Sell
47,318
-35
-0.1% -$1.2K 0.44% 24
2022
Q4 		$1.56M Buy
47,353
+2,119
+5% +$68.6K 0.47% 23
2022
Q3 		$1.4M Buy
45,234
+2,363
+6% +$80.4K 0.47% 23
2022
Q2 		$1.49M Buy
42,871
+915
+2% +$33K 0.49% 23
2022
Q1 		$1.62M Buy
41,956
+3,159
+8% +$127K 0.48% 24
2021
Q4 		$1.61M Buy
38,797
+2,221
+6% +$95K 0.46% 23
2021
Q3 		$1.56M Buy
36,576
+11,085
+43% +$481K 0.51% 22
2021
Q2 		$1.16M Buy
25,491
+1,253
+5% +$56.1K 0.41% 21
2021
Q1 		$1.06M Buy
24,238
+1,063
+5% +$47.5K 0.43% 21
2020
Q4 		$977K Buy
23,175
+1,172
+5% +$46.5K 0.43% 22
2020
Q3 		$804K Buy
22,003
+2,682
+14% +$97.9K 0.41% 22
2020
Q2 		$646K Buy
19,321
+378
+2% +$11.8K 0.34% 24
2020
Q1 		$539K Buy
18,943
+5,147
+37% +$177K 0.35% 29
2019
Q4 		$519K Buy
13,796
+1,074
+8% +$38.7K 0.3% 23
2019
Q3 		$436K Buy
12,722
+1,077
+9% +$37.4K 0.27% 25
2019
Q2 		$417K Buy
11,645
+844
+8% +$29.9K 0.26% 26
2019
Q1 		$396K Buy
10,801
+1,178
+12% +$41K 0.26% 26
2018
Q4 		$311K Buy
9,623
+566
+6% +$18.7K 0.25% 28
2018
Q3 		$315K Buy
9,057
+829
+10% +$29.2K 0.23% 35
2018
Q2 		$291K Buy
8,228
+861
+12% +$32.4K 0.24% 34
2018
Q1 		$290K Buy
+7,367
New +$295K 0.24% 37

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

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

Peterson Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.8% in Q1 2026, buying an estimated $40.8K and bringing the position to 48,272 shares worth $2.26M. The position accounts for 0.3% of the portfolio, ranked #29.

Peterson Wealth Advisors first reported a position in SPEM in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.17M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Peterson Wealth Advisors held 48,272 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.26M as of Q1 2026.
  • Peterson Wealth Advisors bought 837 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $40.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.3% of Peterson Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Peterson Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 33 quarters since.
  • Peterson Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.17M in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.