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Pinnacle Family Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Pinnacle Family 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 		$409K Sell
8,725
-77
-0.9% -$3.75K 0.19% 85
2025
Q4 		$412K Sell
8,802
-83,393
-90% -$3.93M 0.18% 88
2025
Q3 		$4.32M Buy
92,195
+83,808
+999% +$3.73M 1.88% 11
2025
Q2 		$358K Sell
8,387
-725
-8% -$29.3K 0.17% 86
2025
Q1 		$359K Sell
9,112
-103
-1% -$4.04K 0.2% 85
2024
Q4 		$354K Buy
9,215
+738
+9% +$29.7K 0.17% 85
2024
Q3 		$350K Buy
8,477
+19
+0.2% +$729 0.18% 92
2024
Q2 		$319K Sell
8,458
-20
-0.2% -$745 0.18% 85
2024
Q1 		$307K Buy
8,478
+1,524
+22% +$53.6K 0.16% 76
2023
Q4 		$246K Sell
6,954
-103
-1% -$3.5K 0.14% 84
2023
Q3 		$237K Sell
7,057
-138
-2% -$4.77K 0.14% 80
2023
Q2 		$247K Buy
7,195
+765
+12% +$26.2K 0.13% 87
2023
Q1 		$219K Sell
6,430
-8
-0.1% -$275 0.13% 91
2022
Q4 		$212K Buy
+6,438
New +$209K 0.15% 89
2022
Q3 		– Sell
-6,339
Closed -$220K – 89
2022
Q2 		$220K Sell
6,339
-6,619
-51% -$239K 0.18% 82
2022
Q1 		$501K Buy
12,958
+1,020
+9% +$41.1K 0.27% 67
2021
Q4 		$495K Buy
11,938
+5,068
+74% +$217K 0.22% 65
2021
Q3 		$292K Buy
6,870
+2,068
+43% +$89.8K 0.13% 100
2021
Q2 		$219K Buy
4,802
+86
+2% +$3.85K 0.1% 121
2021
Q1 		$206K Buy
+4,716
New +$211K 0.11% 118

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

Pinnacle Family Advisors's SPEM Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.87% in Q1 2026, selling an estimated $3.75K and leaving 8,725 shares worth $409K. The position accounts for 0.19% of the portfolio, ranked #85.

Pinnacle Family Advisors first reported a position in SPEM in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.32M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Pinnacle Family Advisors held 8,725 shares of State Street SPDR Portfolio Emerging Markets ETF worth $409K as of Q1 2026.
  • Pinnacle Family Advisors sold 77 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3.75K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.19% of Pinnacle Family Advisors's portfolio in Q1 2026, its #85 holding.
  • Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 20 quarters since.
  • Pinnacle Family Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.32M in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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