SAI
SPEM icon

Savvy Advisors Inc’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Savvy Advisors Inc’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 		$49M Buy
1,043,960
+271,271
+35% +$13.2M 1.31% 11
2025
Q4 		$36.2M Buy
772,689
+456,616
+144% +$21.5M 1.17% 13
2025
Q3 		$14.8M Buy
316,073
+51,403
+19% +$2.29M 0.68% 28
2025
Q2 		$11.3M Buy
264,670
+68,021
+35% +$2.74M 0.75% 25
2025
Q1 		$7.74M Buy
196,649
+49,403
+34% +$1.94M 0.78% 24
2024
Q4 		$5.65M Buy
147,246
+34,281
+30% +$1.38M 0.68% 26
2024
Q3 		$4.66M Buy
112,965
+68,805
+156% +$2.64M 0.95% 20
2024
Q2 		$1.66M Buy
44,160
+15,724
+55% +$586K 0.54% 40
2024
Q1 		$1.03M Buy
28,436
+11,582
+69% +$408K 0.59% 38
2023
Q4 		$597K Buy
+16,854
New +$573K 0.58% 44

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

Savvy Advisors Inc's SPEM Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 35% in Q1 2026, buying an estimated $13.2M and bringing the position to 1,043,960 shares worth $49M. The position accounts for 1.31% of the portfolio, ranked #11.

Savvy Advisors Inc first reported a position in SPEM in Q4 2023 and has held it in 10 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Savvy Advisors Inc held 1,043,960 shares of State Street SPDR Portfolio Emerging Markets ETF worth $49M as of Q1 2026.
  • Savvy Advisors Inc bought 271,271 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $13.2M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.31% of Savvy Advisors Inc's portfolio in Q1 2026, its #11 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.