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

Phoenix 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	$5.21M	Buy	111,075 +3,087	+3%	+$150K	2.06%	12
2025 Q4	$5.05M	Buy	107,988 +814	+0.8%	+$38.3K	1.94%	13
2025 Q3	$5.02M	Buy	107,174 +1,616	+2%	+$71.8K	1.93%	13
2025 Q2	$4.51M	Buy	105,558 +27,223	+35%	+$1.1M	1.89%	13
2025 Q1	$3.08M	Buy	78,335 +14,031	+22%	+$550K	1.34%	20
2024 Q4	$2.47M	Buy	64,304 +17,140	+36%	+$689K	1.07%	32
2024 Q3	$1.95M	Buy	47,164 +4,993	+12%	+$191K	0.9%	38
2024 Q2	$1.59M	Buy	42,171 +6,372	+18%	+$237K	0.8%	38
2024 Q1	$1.3M	Buy	35,799 +10,106	+39%	+$356K	0.79%	37
2023 Q4	$899K	Buy	25,693 +9,763	+61%	+$332K	0.63%	39
2023 Q3	$535K	Buy	15,930 +3,570	+29%	+$123K	0.31%	46
2023 Q2	$425K	Buy	12,360 +1,842	+18%	+$63K	0.25%	54
2023 Q1	$359K	Buy	10,518 +1,293	+14%	+$44.5K	0.22%	64
2022 Q4	$304K	Buy	+9,225	New	+$299K	0.18%	78

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

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

Phoenix Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.9% in Q1 2026, buying an estimated $150K and bringing the position to 111,075 shares worth $5.21M. The position accounts for 2.06% of the portfolio, ranked #12.

Phoenix Wealth Advisors first reported a position in SPEM in Q4 2022 and has held it in 14 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Phoenix Wealth Advisors held 111,075 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.21M as of Q1 2026.
Phoenix Wealth Advisors bought 3,087 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $150K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.06% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Phoenix Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.