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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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. 1,029 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.
1,029 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.