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

Strategic Wealth 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 		$98.9K Sell
2,108
-112
-5% -$5.46K 0.01% 400
2025
Q4 		$104K Buy
2,220
+383
+21% +$18K 0.01% 396
2025
Q3 		$86K Hold
1,837
– – 0.01% 462
2025
Q2 		$78.5K Buy
+1,837
New +$74.1K 0.01% 424
2022
Q3 		– Sell
-6,836
Closed -$238K – 283
2022
Q2 		$238K Sell
6,836
-448
-6% -$16.2K 0.05% 220
2022
Q1 		$281K Sell
7,284
-9,249
-56% -$373K 0.05% 217
2021
Q4 		$686K Sell
16,533
-1,573
-9% -$67.3K 0.13% 170
2021
Q3 		$770K Sell
18,106
-1,036
-5% -$45K 0.23% 126
2021
Q2 		$871K Buy
19,142
+1,330
+7% +$59.5K 0.28% 93
2021
Q1 		$780K Buy
17,812
+2,400
+16% +$107K 0.31% 81
2020
Q4 		$650K Buy
15,412
+1,831
+13% +$72.7K 0.27% 91
2020
Q3 		$497K Sell
13,581
-2,729
-17% -$99.6K 0.25% 94
2020
Q2 		$546K Sell
16,310
-24,066
-60% -$753K 0.28% 86
2020
Q1 		$1.52M Hold
40,376
– – 0.79% 33
2019
Q4 		$1.52M Buy
40,376
+7,536
+23% +$272K 0.79% 33
2019
Q3 		$1.12K Buy
32,840
+5,411
+20% +$188K 0.01% 205
2019
Q2 		$981K Buy
27,429
+1,375
+5% +$48.7K 0.47% 62
2019
Q1 		$945K Buy
26,054
+9,028
+53% +$314K 0.43% 72
2018
Q4 		$583K Buy
17,026
+2,264
+15% +$74.7K 0.29% 86
2018
Q3 		$514K Sell
14,762
-2,695
-15% -$95K 0.27% 92
2018
Q2 		$617K Buy
17,457
+8,445
+94% +$318K 0.36% 82
2018
Q1 		$354K Buy
9,012
+8,475
+1,578% +$340K 0.18% 128
2017
Q4 		$20K Buy
+537
New +$20K 0.01% 356

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 Wealth Partners's SPEM Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5% in Q1 2026, selling an estimated $5.46K and leaving 2,108 shares worth $98.9K. The position accounts for 0.01% of the portfolio, ranked #400.

Strategic Wealth Partners first reported a position in SPEM in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.52M in Q1 2020. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Strategic Wealth Partners held 2,108 shares of State Street SPDR Portfolio Emerging Markets ETF worth $98.9K as of Q1 2026.
  • Strategic Wealth Partners sold 112 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $5.46K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #400 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 23 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.52M in Q1 2020.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.