Sowell Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sowell Financial Services’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	$833K	Buy	16,094 +1,677	+12%	+$85.8K	0.03%	505
2026 Q1	$676K	Buy	14,417 +924	+7%	+$45K	0.03%	546
2025 Q4	$632K	Buy	13,493 +1,188	+10%	+$55.9K	0.02%	573
2025 Q3	$576K	Buy	12,305 +740	+6%	+$32.9K	0.02%	597
2025 Q2	$494K	Buy	11,565 +1,637	+16%	+$66.1K	0.02%	613
2025 Q1	$391K	Buy	+9,928	New	+$389K	0.02%	660
2024 Q4	–	Sell	-26,130	Closed	-$1.08M	–	592
2024 Q3	$1.08M	Sell	26,130 -8,452	-24%	-$324K	0.05%	330
2024 Q2	$1.3M	Sell	34,582 -4,353	-11%	-$162K	0.06%	293
2024 Q1	$1.41M	Sell	38,935 -14,249	-27%	-$501K	0.07%	289
2023 Q4	$1.88M	Buy	53,184 +16,334	+44%	+$556K	0.1%	222
2023 Q3	$1.24M	Sell	36,850 -492	-1%	-$17K	0.08%	279
2023 Q2	$1.28M	Buy	37,342 +28,313	+314%	+$968K	0.07%	307
2023 Q1	$308K	Sell	9,029 -16,880	-65%	-$581K	0.02%	550
2022 Q4	$854K	Buy	25,909 +5,244	+25%	+$170K	0.06%	338
2022 Q3	$641K	Buy	+20,665	New	+$703K	0.06%	289
2022 Q1	–	Sell	-56,647	Closed	-$2.35M	–	459
2021 Q4	$2.35M	Buy	56,647 +346	+0.6%	+$14.8K	0.13%	173
2021 Q3	$2.39M	Buy	56,301 +5,649	+11%	+$245K	0.16%	154
2021 Q2	$2.31M	Sell	50,652 -10,930	-18%	-$489K	0.15%	166
2021 Q1	$2.74M	Sell	61,582 -1,249	-2%	-$55.8K	0.1%	193
2020 Q4	$2.65M	Sell	62,831 -9,485	-13%	-$376K	0.11%	162
2020 Q3	$2.64M	Buy	72,316 +47,092	+187%	+$1.72M	0.13%	140
2020 Q2	$844K	Sell	25,224 -42,919	-63%	-$1.34M	0.05%	317
2020 Q1	$1.94M	Buy	68,143 +45,434	+200%	+$1.56M	0.14%	165
2019 Q4	$854K	Sell	22,709 -734	-3%	-$26.5K	0.07%	306
2019 Q3	$804K	Buy	+23,443	New	+$813K	0.07%	292
2019 Q1	$459K	Buy	12,843 +1,032	+9%	+$35.9K	0.05%	354
2018 Q4	$382K	Buy	+11,811	New	+$389K	0.05%	329

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

Sowell Financial Services's SPEM Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 12% in Q2 2026, buying an estimated $85.8K and bringing the position to 16,094 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #505.

Sowell Financial Services first reported a position in SPEM in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.74M in Q1 2021. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Sowell Financial Services held 16,094 shares of State Street SPDR Portfolio Emerging Markets ETF worth $833K as of Q2 2026.
Sowell Financial Services bought 1,677 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $85.8K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #505 holding.
Sowell Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 27 quarters since.
Sowell Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.74M in Q1 2021.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.