SYM Financial Corp’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

SYM Financial Corp’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	$1.56M	Buy	33,283 +3,038	+10%	+$148K	0.16%	43
2025 Q4	$1.42M	Buy	30,245 +8,974	+42%	+$422K	0.15%	42
2025 Q3	$996K	Buy	21,271 +3,119	+17%	+$139K	0.11%	57
2025 Q2	$776K	Buy	+18,152	New	+$732K	0.09%	75
2024 Q1	–	Sell	-166	Closed	-$5.88K	–	182
2023 Q4	$5.88K	Buy	+166	New	+$5.65K	﹤0.01%	170

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

SYM Financial Corp's SPEM Position: Q1 2026 in Review

SYM Financial Corp increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 10% in Q1 2026, buying an estimated $148K and bringing the position to 33,283 shares worth $1.56M. The position accounts for 0.16% of the portfolio, ranked #43.

SYM Financial Corp first reported a position in SPEM in Q4 2023 and has held it in 5 quarters since. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

SYM Financial Corp held 33,283 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.56M as of Q1 2026.
SYM Financial Corp bought 3,038 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $148K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of SYM Financial Corp's portfolio in Q1 2026, its #43 holding.
SYM Financial Corp first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 5 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.