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

Stifel Financial’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	$4.72M	Buy	100,577 +2,216	+2%	+$108K	﹤0.01%	1386
2025 Q4	$4.6M	Buy	98,361 +197	+0.2%	+$9.27K	﹤0.01%	1388
2025 Q3	$4.6M	Buy	98,164 +1,988	+2%	+$88.4K	﹤0.01%	1352
2025 Q2	$4.11M	Sell	96,176 -4,561	-5%	-$184K	﹤0.01%	1354
2025 Q1	$3.97M	Buy	100,737 +23,739	+31%	+$931K	﹤0.01%	1317
2024 Q4	$2.95M	Buy	76,998 +12,433	+19%	+$500K	﹤0.01%	1531
2024 Q3	$2.67M	Buy	64,565 +4,049	+7%	+$155K	﹤0.01%	1590
2024 Q2	$2.28M	Buy	60,516 +1,570	+3%	+$58.5K	﹤0.01%	1636
2024 Q1	$2.13M	Buy	58,946 +11,851	+25%	+$417K	﹤0.01%	1678
2023 Q4	$1.67M	Buy	47,095 +3,121	+7%	+$106K	﹤0.01%	1801
2023 Q3	$1.48M	Buy	43,974 +2,825	+7%	+$97.7K	﹤0.01%	1790
2023 Q2	$1.41M	Buy	41,149 +3,791	+10%	+$130K	﹤0.01%	1851
2023 Q1	$1.28M	Sell	37,358 -6,456	-15%	-$222K	﹤0.01%	1878
2022 Q4	$1.44M	Buy	+43,814	New	+$1.42M	﹤0.01%	1745
2021 Q4	–	Sell	-8,376	Closed	-$356K	–	3461
2021 Q3	$356K	Sell	8,376 -674	-7%	-$29.3K	﹤0.01%	2788
2021 Q2	$412K	Sell	9,050 -409	-4%	-$18.3K	﹤0.01%	2697
2021 Q1	$414K	Sell	9,459 -37,875	-80%	-$1.69M	﹤0.01%	2595
2020 Q4	$2M	Buy	47,334 +19,475	+70%	+$773K	﹤0.01%	1395
2020 Q3	$1.02M	Buy	27,859 +10,992	+65%	+$401K	﹤0.01%	1618
2020 Q2	$565K	Sell	16,867 -10,203	-38%	-$319K	﹤0.01%	1957
2020 Q1	$771K	Buy	27,070 +6,184	+30%	+$213K	﹤0.01%	1594
2019 Q4	$789K	Sell	20,886 -313	-1%	-$11.3K	﹤0.01%	1990
2019 Q3	$729K	Buy	21,199 +3,790	+22%	+$132K	﹤0.01%	1949
2019 Q2	$626K	Buy	17,409 +11,014	+172%	+$390K	﹤0.01%	2088
2019 Q1	$230K	Buy	+6,395	New	+$223K	﹤0.01%	2522
2018 Q3	–	Sell	-6,071	Closed	-$215K	–	2815
2018 Q2	$215K	Buy	6,071 +404	+7%	+$15.2K	﹤0.01%	2513
2018 Q1	$222K	Sell	5,667 -469	-8%	-$18.8K	﹤0.01%	2420
2017 Q4	$235K	Buy	+6,136	New	+$228K	﹤0.01%	2343

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

Stifel Financial's SPEM Position: Q1 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.3% in Q1 2026, buying an estimated $108K and bringing the position to 100,577 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Stifel Financial first reported a position in SPEM in Q4 2017 and has held it in 28 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Stifel Financial held 100,577 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.72M as of Q1 2026.
Stifel Financial bought 2,216 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $108K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1386 holding.
Stifel Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 28 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.