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Sterneck Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sterneck Capital Management’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 		$12.2M Sell
260,253
-3,115
-1% -$152K 5.48% 4
2025
Q4 		$12.3M Sell
263,368
-3,654
-1% -$172K 5.55% 3
2025
Q3 		$12.5M Sell
267,022
-30,539
-10% -$1.36M 5.81% 3
2025
Q2 		$12.7M Buy
297,561
+3,660
+1% +$148K 6.45% 3
2025
Q1 		$11.6M Sell
293,901
-1,397
-0.5% -$54.8K 6.26% 3
2024
Q4 		$11.3M Buy
295,298
+1,370
+0.5% +$55.1K 6.12% 3
2024
Q3 		$12.1M Sell
293,928
-18,201
-6% -$698K 6.56% 3
2024
Q2 		$11.8M Buy
312,129
+830
+0.3% +$30.9K 6.67% 3
2024
Q1 		$11.3M Buy
311,299
+1,132
+0.4% +$39.8K 6.73% 3
2023
Q4 		$11M Sell
310,167
-4,009
-1% -$136K 6.99% 3
2023
Q3 		$10.5M Sell
314,176
-6,400
-2% -$221K 7.05% 3
2023
Q2 		$11M Buy
320,576
+19,032
+6% +$651K 6.75% 3
2023
Q1 		$10.3M Buy
301,544
+998
+0.3% +$34.3K 6.49% 3
2022
Q4 		$9.91M Buy
300,546
+64,832
+28% +$2.1M 6.57% 3
2022
Q3 		$7.32M Buy
235,714
+25,703
+12% +$875K 5.17% 3
2022
Q2 		$7.3M Sell
210,011
-25,103
-11% -$906K 4.89% 3
2022
Q1 		$9.09M Buy
235,114
+18,876
+9% +$760K 5.45% 3
2021
Q4 		$8.97M Buy
216,238
+26,092
+14% +$1.12M 5.31% 4
2021
Q3 		$8.09M Buy
190,146
+2,732
+1% +$119K 5.15% 4
2021
Q2 		$8.05M Buy
187,414
+2,561
+1% +$115K 4.98% 4
2021
Q1 		$8.09M Buy
184,853
+36,089
+24% +$1.61M 5.65% 4
2020
Q4 		$6.27M Buy
148,764
+375
+0.3% +$14.9K 4.71% 5
2020
Q3 		$5.42M Buy
148,389
+5,441
+4% +$199K 4.58% 5
2020
Q2 		$4.78M Buy
142,948
+38,345
+37% +$1.2M 4.51% 5
2020
Q1 		$2.98M Buy
104,603
+4,865
+5% +$167K 3% 9
2019
Q4 		$3.75M Buy
99,738
+2,241
+2% +$80.8K 2.98% 6
2019
Q3 		$3.34M Sell
97,497
-1,135
-1% -$39.4K 3.05% 8
2019
Q2 		$3.53M Buy
98,632
+5,258
+6% +$186K 3.06% 9
2019
Q1 		$3.34M Buy
93,374
+1,567
+2% +$54.6K 2.92% 9
2018
Q4 		$2.97M Sell
91,807
-10,962
-11% -$361K 2.89% 9
2018
Q3 		$3.58M Sell
102,769
-3,442
-3% -$121K 2.58% 7
2018
Q2 		$3.75M Buy
106,211
+86,693
+444% +$3.26M 2.6% 8
2018
Q1 		$767K Buy
+19,518
New +$782K 0.45% 61

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

Sterneck Capital Management's SPEM Position: Q1 2026 in Review

Sterneck Capital Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.2% in Q1 2026, selling an estimated $152K and leaving 260,253 shares worth $12.2M. The position accounts for 5.48% of the portfolio, ranked #4.

Sterneck Capital Management first reported a position in SPEM in Q1 2018 and has held it in 33 quarters since. The position peaked at $12.7M in Q2 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Sterneck Capital Management held 260,253 shares of State Street SPDR Portfolio Emerging Markets ETF worth $12.2M as of Q1 2026.
  • Sterneck Capital Management sold 3,115 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $152K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 5.48% of Sterneck Capital Management's portfolio in Q1 2026, its #4 holding.
  • Sterneck Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 33 quarters since.
  • Sterneck Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $12.7M in Q2 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.