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Simon Quick Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Simon Quick 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
Q2 		$3.03M Sell
58,521
-2,504
-4% -$128K 0.12% 119
2026
Q1 		$2.86M Sell
61,025
-11,725
-16% -$571K 0.13% 118
2025
Q4 		$3.41M Sell
72,750
-5,650
-7% -$266K 0.15% 96
2025
Q3 		$3.67M Buy
78,400
+20,919
+36% +$930K 0.17% 90
2025
Q2 		$2.46M Sell
57,481
-1,224
-2% -$49.4K 0.12% 108
2025
Q1 		$2.31M Sell
58,705
-1,741
-3% -$68.3K 0.13% 78
2024
Q4 		$2.32M Sell
60,446
-10,144
-14% -$408K 0.14% 74
2024
Q3 		$2.91M Sell
70,590
-10,843
-13% -$416K 0.18% 63
2024
Q2 		$3.07M Sell
81,433
-8,515
-9% -$317K 0.22% 56
2024
Q1 		$3.26M Sell
89,948
-34,836
-28% -$1.23M 0.24% 53
2023
Q4 		$4.42M Sell
124,784
-2,340
-2% -$79.6K 0.39% 39
2023
Q3 		$4.27M Sell
127,124
-868
-0.7% -$30K 0.4% 40
2023
Q2 		$4.4M Sell
127,992
-18,205
-12% -$622K 0.41% 40
2023
Q1 		$4.99M Buy
146,197
+875
+0.6% +$30.1K 0.54% 32
2022
Q4 		$4.79M Sell
145,322
-16,353
-10% -$530K 0.57% 34
2022
Q3 		$5.02M Sell
161,675
-1,167
-0.7% -$39.7K 0.71% 28
2022
Q2 		$5.64M Buy
162,842
+145,128
+819% +$5.24M 0.74% 27
2022
Q1 		$684K Buy
+17,714
New +$714K 0.19% 56

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

Simon Quick Advisors's SPEM Position: Q2 2026 in Review

Simon Quick Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.1% in Q2 2026, selling an estimated $128K and leaving 58,521 shares worth $3.03M. The position accounts for 0.12% of the portfolio, ranked #119.

Simon Quick Advisors first reported a position in SPEM in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.64M in Q2 2022. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Simon Quick Advisors held 58,521 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.03M as of Q2 2026.
  • Simon Quick Advisors sold 2,504 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $128K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.12% of Simon Quick Advisors's portfolio in Q2 2026, its #119 holding.
  • Simon Quick Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and has held it in 18 quarters since.
  • Simon Quick Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.64M in Q2 2022.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.