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

Regimen Wealth’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 		– Sell
-9,280
Closed -$434K – 78
2025
Q4 		$434K Buy
9,280
+931
+11% +$43.8K 0.13% 55
2025
Q3 		$391K Sell
8,349
-434
-5% -$19.3K 0.12% 56
2025
Q2 		$375K Buy
+8,783
New +$354K 0.12% 57

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Regimen Wealth's SPEM Position: Q1 2026 in Review

Regimen Wealth sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 9,280 shares — an estimated $434K sold.

Regimen Wealth first reported a position in SPEM in Q2 2025 and held it in 3 quarters. The position peaked at $434K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Regimen Wealth reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Regimen Wealth sold 9,280 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $434K.
  • Regimen Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and held it in 3 quarters.
  • Regimen Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $434K in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Regimen Wealth's 13F filing for Q1 2026, filed 7 May 2026.