TF
SPEM icon

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

Theory Financial’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 		$2.2M Buy
46,888
+20,293
+76% +$989K 0.77% 43
2025
Q4 		$1.32M Buy
+26,595
New +$1.25M 0.44% 50
2022
Q2 		– Sell
-8,747
Closed -$338K – 66
2022
Q1 		$338K Buy
+8,747
New +$352K 0.22% 46

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

Theory Financial's SPEM Position: Q1 2026 in Review

Theory Financial increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 76% in Q1 2026, buying an estimated $989K and bringing the position to 46,888 shares worth $2.2M. The position accounts for 0.77% of the portfolio, ranked #43.

Theory Financial first reported a position in SPEM in Q1 2022 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Theory Financial held 46,888 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.2M as of Q1 2026.
  • Theory Financial bought 20,293 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $989K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.77% of Theory Financial's portfolio in Q1 2026, its #43 holding.
  • Theory Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and has held it in 3 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Theory Financial's 13F filing for Q1 2026, filed 5 May 2026.