Stevens Capital Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Stevens Capital Partners’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	$1.47M	Buy	31,262 +19,886	+175%	+$969K	0.35%	55
2025 Q4	$532K	Buy	11,376 +838	+8%	+$39.4K	0.14%	75
2025 Q3	$493K	Buy	10,538 +1,237	+13%	+$55K	0.15%	69
2025 Q2	$405K	Buy	+9,301	New	+$375K	0.15%	63
2025 Q1	–	Sell	-8,959	Closed	-$344K	–	65
2024 Q4	$344K	Buy	8,959 +2,110	+31%	+$84.9K	0.16%	54
2024 Q3	$283K	Sell	6,849 -81	-1%	-$3.11K	0.14%	55
2024 Q2	$261K	Sell	6,930 -1,333	-16%	-$49.6K	0.13%	53
2024 Q1	$299K	Sell	8,263 -3	-0%	-$106	0.18%	50
2023 Q4	$293K	Sell	8,266 -5,326	-39%	-$181K	0.2%	44
2023 Q3	$456K	Buy	13,592 +584	+4%	+$20.2K	0.37%	37
2023 Q2	$447K	Sell	13,008 -970	-7%	-$33.2K	0.35%	38
2023 Q1	$477K	Sell	13,978 -3,495	-20%	-$120K	0.4%	36
2022 Q4	$576K	Buy	+17,473	New	+$566K	0.51%	33

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Stevens Capital Partners's SPEM Position: Q1 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 175% in Q1 2026, buying an estimated $969K and bringing the position to 31,262 shares worth $1.47M. The position accounts for 0.35% of the portfolio, ranked #55.

Stevens Capital Partners first reported a position in SPEM in Q4 2022 and has held it in 13 quarters since. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Stevens Capital Partners held 31,262 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.47M as of Q1 2026.
Stevens Capital Partners bought 19,886 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $969K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.35% of Stevens Capital Partners's portfolio in Q1 2026, its #55 holding.
Stevens Capital Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 13 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.