Strategic Advocates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Strategic Advocates’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	$751	Sell	16 -40	-71%	-$1.95K	﹤0.01%	237
2025 Q4	$2.61K	Hold	56	–	–	﹤0.01%	475
2025 Q3	$2.61K	Buy	+56	New	+$2.49K	﹤0.01%	455
2024 Q4	–	Sell	-7,717	Closed	-$319K	–	126
2024 Q3	$319K	Sell	7,717 -3,230	-30%	-$124K	0.11%	93
2024 Q2	$412K	Sell	10,947 -28,901	-73%	-$1.08M	0.16%	74
2024 Q1	$1.44M	Buy	39,848 +905	+2%	+$31.8K	0.56%	37
2023 Q4	$1.38M	Sell	38,943 -12,319	-24%	-$419K	0.59%	39
2023 Q3	$1.72M	Buy	+51,262	New	+$1.77M	0.81%	22

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

Strategic Advocates's SPEM Position: Q1 2026 in Review

Strategic Advocates reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 71% in Q1 2026, selling an estimated $1.95K and leaving 16 shares worth $751. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Strategic Advocates first reported a position in SPEM in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.72M in Q3 2023. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Strategic Advocates held 16 shares of State Street SPDR Portfolio Emerging Markets ETF worth $751 as of Q1 2026.
Strategic Advocates sold 40 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.95K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Strategic Advocates's portfolio in Q1 2026, its #237 holding.
Strategic Advocates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 8 quarters since.
Strategic Advocates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.72M in Q3 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.