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Synergy Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Synergy Asset Management’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 		– Sell
-6,415
Closed -$300K – 300
2025
Q4 		$300K Sell
6,415
-16,357
-72% -$770K 0.03% 179
2025
Q3 		$1.02M Buy
22,772
+17,072
+300% +$759K 0.04% 168
2025
Q2 		$244K Buy
+5,700
New +$230K 0.03% 166
2025
Q1 		– Sell
-108
Closed -$4.46K – 731
2024
Q4 		$4.46K Buy
+108
New +$4.34K ﹤0.01% 591

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Synergy Asset Management's SPEM Position: Q1 2026 in Review

Synergy Asset Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 6,415 shares — an estimated $300K sold.

Synergy Asset Management first reported a position in SPEM in Q4 2024 and held it in 4 quarters. The position peaked at $1.02M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Synergy Asset Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 6,415 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $300K.
  • Synergy Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 4 quarters.
  • Synergy Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.02M in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.