Strategies Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Strategies Wealth 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	$476K	Hold	10,140	–	–	0.05%	105
2025 Q4	$475K	Sell	10,140 -1,918	-16%	-$90.3K	0.05%	103
2025 Q3	$564K	Hold	12,058	–	–	0.06%	98
2025 Q2	$515K	Buy	12,058 +147	+1%	+$5.93K	0.06%	100
2025 Q1	$469K	Sell	11,911 -676	-5%	-$26.5K	0.06%	97
2024 Q4	$498K	Sell	12,587 -5,962	-32%	-$240K	0.06%	81
2024 Q3	$766K	Sell	18,549 -3,573	-16%	-$137K	0.1%	52
2024 Q2	$833K	Sell	22,122 -2,747	-11%	-$102K	0.12%	44
2024 Q1	$900K	Sell	24,869 -30,099	-55%	-$1.06M	0.14%	42
2023 Q4	$1.95M	Sell	54,968 -369,929	-87%	-$12.6M	0.33%	32
2023 Q3	$14.3M	Buy	+424,897	New	+$14.7M	2.8%	11

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

Strategies Wealth Advisors's SPEM Position: Q1 2026 in Review

Strategies Wealth Advisors held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 10,140 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #105.

Strategies Wealth Advisors first reported a position in SPEM in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q3 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Strategies Wealth Advisors held 10,140 shares of State Street SPDR Portfolio Emerging Markets ETF worth $476K as of Q1 2026.
Strategies Wealth Advisors left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Strategies Wealth Advisors's portfolio in Q1 2026, its #105 holding.
Strategies Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 11 quarters since.
Strategies Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $14.3M in Q3 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.