SI
SPEM icon

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

Stephens 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 		$2.48M Buy
52,805
+22,075
+72% +$1.08M 0.03% 435
2025
Q4 		$1.44M Buy
30,730
+22,239
+262% +$1.05M 0.02% 545
2025
Q3 		$397K Buy
8,491
+1,428
+20% +$63.5K 0.01% 930
2025
Q2 		$302K Hold
7,063
– – ﹤0.01% 1010
2025
Q1 		$278K Sell
7,063
-4,812
-41% -$189K ﹤0.01% 1019
2024
Q4 		$456K Buy
11,875
+75
+0.6% +$3.02K 0.01% 871
2024
Q3 		$487K Hold
11,800
– – 0.01% 849
2024
Q2 		$445K Buy
11,800
+490
+4% +$18.2K 0.01% 843
2024
Q1 		$409K Buy
11,310
+273
+2% +$9.61K 0.01% 894
2023
Q4 		$391K Buy
11,037
+522
+5% +$17.8K 0.01% 839
2023
Q3 		$353K Sell
10,515
-449
-4% -$15.5K 0.01% 849
2023
Q2 		$377K Buy
10,964
+888
+9% +$30.4K 0.01% 839
2023
Q1 		$344K Buy
10,076
+1,478
+17% +$50.8K 0.01% 831
2022
Q4 		$283K Buy
8,598
+1,465
+21% +$47.5K 0.01% 869
2022
Q3 		$221K Buy
7,133
+527
+8% +$17.9K ﹤0.01% 1000
2022
Q2 		$230K Buy
6,606
+176
+3% +$6.36K ﹤0.01% 1021
2022
Q1 		$248K Sell
6,430
-14,910
-70% -$601K ﹤0.01% 1087
2021
Q4 		$885K Sell
21,340
-6,325
-23% -$270K 0.01% 664
2021
Q3 		$1.18M Buy
27,665
+3,369
+14% +$146K 0.02% 601
2021
Q2 		$1.1M Buy
24,296
+207
+0.9% +$9.27K 0.02% 629
2021
Q1 		$1.05M Buy
24,089
+503
+2% +$22.5K 0.02% 603
2020
Q4 		$994K Buy
23,586
+203
+0.9% +$8.06K 0.02% 594
2020
Q3 		$855K Sell
23,383
-57
-0.2% -$2.08K 0.02% 589
2020
Q2 		$784K Sell
23,440
-3,716
-14% -$116K 0.02% 584
2020
Q1 		$773K Buy
27,156
+552
+2% +$19K 0.02% 538
2019
Q4 		$1M Buy
26,604
+1,725
+7% +$62.2K 0.02% 560
2019
Q3 		$853K Buy
24,879
+674
+3% +$23.4K 0.02% 597
2019
Q2 		$866K Buy
24,205
+3,324
+16% +$118K 0.02% 611
2019
Q1 		$747K Buy
20,881
+2,281
+12% +$79.4K 0.02% 636
2018
Q4 		$602K Buy
+18,600
New +$613K 0.02% 648

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

Stephens Inc's SPEM Position: Q1 2026 in Review

Stephens Inc increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 72% in Q1 2026, buying an estimated $1.08M and bringing the position to 52,805 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #435.

Stephens Inc first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Stephens Inc held 52,805 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.48M as of Q1 2026.
  • Stephens Inc bought 22,075 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.08M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Stephens Inc's portfolio in Q1 2026, its #435 holding.
  • Stephens Inc first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.