Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$4.05M	Buy	86,272 +239	+0.3%	+$11.6K	3.58%	8
2025 Q4	$4.03M	Sell	86,033 -3,256	-4%	-$153K	3.62%	8
2025 Q3	$4.18M	Sell	89,289 -1,286	-1%	-$57.2K	3.86%	8
2025 Q2	$3.87M	Buy	90,575 +253	+0.3%	+$10.2K	3.78%	8
2025 Q1	$3.56M	Buy	90,322 +16,533	+22%	+$648K	3.76%	8
2024 Q4	$2.83M	Buy	+73,789	New	+$2.97M	3.08%	7

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

Stonehaven Wealth & Tax Solutions's SPEM Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.28% in Q1 2026, buying an estimated $11.6K and bringing the position to 86,272 shares worth $4.05M. The position accounts for 3.58% of the portfolio, ranked #8.

Stonehaven Wealth & Tax Solutions first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.18M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 86,272 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.05M as of Q1 2026.
Stonehaven Wealth & Tax Solutions bought 239 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $11.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 3.58% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #8 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.18M in Q3 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.