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

Triad 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 		$262K Sell
5,593
-647
-10% -$31.5K 0.02% 419
2025
Q4 		$292K Sell
6,240
-61
-1% -$2.87K 0.03% 388
2025
Q3 		$295K Buy
+6,301
New +$280K 0.04% 295
2025
Q2 		– Sell
-6,262
Closed -$247K – 295
2025
Q1 		$247K Buy
+6,262
New +$246K 0.08% 179
2024
Q3 		– Sell
-482
Closed -$18.2K – 776
2024
Q2 		$18.2K Buy
+482
New +$17.9K 0.01% 365

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

Triad Wealth Partners's SPEM Position: Q1 2026 in Review

Triad Wealth Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 10% in Q1 2026, selling an estimated $31.5K and leaving 5,593 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #419.

Triad Wealth Partners first reported a position in SPEM in Q2 2024 and has held it in 5 quarters since. The position peaked at $295K in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Triad Wealth Partners held 5,593 shares of State Street SPDR Portfolio Emerging Markets ETF worth $262K as of Q1 2026.
  • Triad Wealth Partners sold 647 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $31.5K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #419 holding.
  • Triad Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $295K in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.