Sigma Planning Corp’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sigma Planning Corp’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	$1.46M	Buy	31,084 +16,415	+112%	+$800K	0.04%	428
2025 Q4	$687K	Buy	14,669 +2,724	+23%	+$128K	0.02%	680
2025 Q3	$559K	Buy	11,945 +1,434	+14%	+$63.8K	0.02%	771
2025 Q2	$449K	Buy	10,511 +2,012	+24%	+$81.2K	0.01%	823
2025 Q1	$335K	Buy	8,499 +626	+8%	+$24.6K	0.01%	905
2024 Q4	$302K	Sell	7,873 -2,463	-24%	-$99.1K	0.01%	922
2024 Q3	$427K	Sell	10,336 -7,762	-43%	-$298K	0.01%	802
2024 Q2	$682K	Sell	18,098 -8,407	-32%	-$313K	0.02%	602
2024 Q1	$959K	Buy	26,505 +12,942	+95%	+$455K	0.03%	519
2023 Q4	$480K	Sell	13,563 -20,331	-60%	-$691K	0.04%	468
2023 Q3	$1.14M	Sell	33,894 -19,183	-36%	-$663K	0.04%	416
2023 Q2	$1.82M	Buy	53,077 +443	+0.8%	+$15.1K	0.07%	300
2023 Q1	$1.8M	Buy	52,634 +6,975	+15%	+$240K	0.06%	327
2022 Q4	$1.5M	Buy	45,659 +5,393	+13%	+$175K	0.05%	355
2022 Q3	$1.25M	Sell	40,266 -1,027	-2%	-$34.9K	0.05%	380
2022 Q2	$1.44M	Buy	41,293 +6,829	+20%	+$247K	0.05%	353
2022 Q1	$1.33M	Buy	34,464 +3,283	+11%	+$132K	0.04%	433
2021 Q4	$1.29M	Buy	31,181 +2,156	+7%	+$92.2K	0.04%	449
2021 Q3	$1.23M	Buy	29,025 +4,403	+18%	+$191K	0.04%	474
2021 Q2	$1.12M	Buy	24,622 +4,384	+22%	+$196K	0.03%	517
2021 Q1	$886K	Buy	20,238 +4,230	+26%	+$189K	0.03%	550
2020 Q4	$675K	Sell	16,008 -13	-0.1%	-$516	0.02%	568
2020 Q3	$586K	Buy	16,021 +8,131	+103%	+$297K	0.02%	555
2020 Q2	$264K	Buy	+7,890	New	+$247K	0.01%	834
2020 Q1	–	Sell	-12,194	Closed	-$458K	–	1085
2019 Q4	$458K	Sell	12,194 -1,884	-13%	-$67.9K	0.02%	626
2019 Q3	$483K	Buy	14,078 +5,477	+64%	+$190K	0.02%	588
2019 Q2	$308K	Buy	8,601 +663	+8%	+$23.5K	0.02%	720
2019 Q1	$284K	Buy	+7,938	New	+$276K	0.02%	706

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

Sigma Planning Corp's SPEM Position: Q1 2026 in Review

Sigma Planning Corp increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 112% in Q1 2026, buying an estimated $800K and bringing the position to 31,084 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #428.

Sigma Planning Corp first reported a position in SPEM in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.82M in Q2 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Sigma Planning Corp held 31,084 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.46M as of Q1 2026.
Sigma Planning Corp bought 16,415 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $800K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #428 holding.
Sigma Planning Corp first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and has held it in 28 quarters since.
Sigma Planning Corp's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.82M in Q2 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.