Salomon & Ludwin’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Salomon & Ludwin’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	$2.62M	Buy	56,308 +5,507	+11%	+$268K	0.23%	64
2025 Q4	$2.45M	Buy	50,801 +3,300	+7%	+$155K	0.22%	67
2025 Q3	$2.25M	Buy	47,501 +13,747	+41%	+$611K	0.2%	67
2025 Q2	$1.46M	Buy	33,754 +10,682	+46%	+$431K	0.14%	73
2025 Q1	$912K	Buy	23,072 +10,636	+86%	+$417K	0.1%	81
2024 Q4	$477K	Buy	12,436 +602	+5%	+$24.2K	0.05%	104
2024 Q3	$489K	Buy	11,834 +843	+8%	+$32.3K	0.05%	108
2024 Q2	$414K	Buy	10,991 +972	+10%	+$36.2K	0.05%	112
2024 Q1	$363K	Buy	10,019 +1,837	+22%	+$64.6K	0.03%	142
2023 Q4	$275K	Hold	8,182	–	–	0.03%	154
2023 Q3	$275K	Buy	8,182 +1,195	+17%	+$41.3K	0.03%	154
2023 Q2	$240K	Hold	6,987	–	–	0.03%	161
2023 Q1	$238K	Buy	6,987 +139	+2%	+$4.78K	0.03%	151
2022 Q4	$226K	Buy	+6,848	New	+$222K	0.03%	155
2020 Q2	–	Sell	-952	Closed	-$27K	–	198
2020 Q1	$27K	Buy	952 +223	+31%	+$7.67K	0.01%	124
2019 Q4	$27K	Buy	729 +319	+78%	+$11.5K	0.01%	141
2019 Q3	$14K	Buy	+410	New	+$14.2K	﹤0.01%	149

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

Salomon & Ludwin's SPEM Position: Q1 2026 in Review

Salomon & Ludwin increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q1 2026, buying an estimated $268K and bringing the position to 56,308 shares worth $2.62M. The position accounts for 0.23% of the portfolio, ranked #64.

Salomon & Ludwin first reported a position in SPEM in Q3 2019 and has held it in 17 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Salomon & Ludwin held 56,308 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.62M as of Q1 2026.
Salomon & Ludwin bought 5,507 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $268K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.23% of Salomon & Ludwin's portfolio in Q1 2026, its #64 holding.
Salomon & Ludwin first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and has held it in 17 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.