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

Strategic Investment Advisors’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 		$512K Buy
10,911
+3,212
+42% +$156K 0.04% 217
2025
Q4 		$360K Buy
7,699
+5,692
+284% +$268K 0.03% 194
2025
Q3 		$382K Sell
2,007
-5,970
-75% -$265K 0.03% 191
2025
Q2 		$341K Sell
7,977
-8,001
-50% -$323K 0.03% 198
2025
Q1 		$629K Sell
15,978
-3,340
-17% -$131K 0.07% 138
2024
Q4 		$741K Sell
19,318
-2,474
-11% -$99.5K 0.08% 138
2024
Q3 		$900K Buy
21,792
+1,458
+7% +$55.9K 0.1% 121
2024
Q2 		$766K Buy
20,334
+1,790
+10% +$66.7K 0.09% 135
2024
Q1 		$671K Sell
18,544
-2,843
-13% -$100K 0.09% 148
2023
Q4 		$757K Sell
21,387
-1,606
-7% -$54.6K 0.11% 124
2023
Q3 		$772K Buy
22,993
+3,458
+18% +$120K 0.13% 120
2023
Q2 		$672K Buy
19,535
+4,676
+31% +$160K 0.09% 115
2023
Q1 		$507K Sell
14,859
-730
-5% -$25.1K 0.09% 157
2022
Q4 		$514K Sell
15,589
-388
-2% -$12.6K 0.11% 148
2022
Q3 		$496K Buy
15,977
+384
+2% +$13.1K 0.11% 140
2022
Q2 		$542K Sell
15,593
-9,136
-37% -$330K 0.11% 144
2022
Q1 		$956K Buy
24,729
+13,228
+115% +$533K 0.18% 95
2021
Q4 		$477K Sell
11,501
-3,084
-21% -$132K 0.09% 160
2021
Q3 		$620K Sell
14,585
-6,260
-30% -$272K 0.14% 140
2021
Q2 		$948K Sell
20,845
-900
-4% -$40.3K 0.22% 95
2021
Q1 		$952K Buy
21,745
+2,696
+14% +$121K 0.25% 82
2020
Q4 		$803K Sell
19,049
-56,626
-75% -$2.25M 0.23% 85
2020
Q3 		$2.77M Buy
75,675
+57,540
+317% +$2.1M 0.93% 29
2020
Q2 		$607K Sell
18,135
-40,571
-69% -$1.27M 0.23% 77
2020
Q1 		$1.67M Buy
58,706
+44,044
+300% +$1.51M 0.77% 38
2019
Q4 		$551K Buy
14,662
+7,389
+102% +$266K 0.23% 75
2019
Q3 		$249K Sell
7,273
-35,316
-83% -$1.23M 0.12% 136
2019
Q2 		$1.53M Buy
42,589
+3,545
+9% +$126K 0.83% 33
2019
Q1 		$1.4M Buy
39,044
+31,378
+409% +$1.09M 0.96% 31
2018
Q4 		$248K Buy
+7,666
New +$253K 0.22% 93

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

Strategic Investment Advisors's SPEM Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 42% in Q1 2026, buying an estimated $156K and bringing the position to 10,911 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #217.

Strategic Investment Advisors first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.77M in Q3 2020. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Strategic Investment Advisors held 10,911 shares of State Street SPDR Portfolio Emerging Markets ETF worth $512K as of Q1 2026.
  • Strategic Investment Advisors bought 3,212 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $156K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #217 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Investment Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.77M in Q3 2020.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.