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Trivant Custom Portfolio Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Trivant Custom Portfolio Group’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 		$1.88M Buy
40,106
+3,769
+10% +$184K 1.03% 28
2025
Q4 		$1.7M Sell
36,337
-122
-0.3% -$5.74K 0.98% 30
2025
Q3 		$1.71M Buy
36,459
+186
+0.5% +$8.27K 0.88% 34
2025
Q2 		$1.55M Buy
36,273
+2,267
+7% +$91.5K 0.85% 35
2025
Q1 		$1.34M Buy
+34,006
New +$1.33M 0.77% 37

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

Trivant Custom Portfolio Group's SPEM Position: Q1 2026 in Review

Trivant Custom Portfolio Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 10% in Q1 2026, buying an estimated $184K and bringing the position to 40,106 shares worth $1.88M. The position accounts for 1.03% of the portfolio, ranked #28.

Trivant Custom Portfolio Group first reported a position in SPEM in Q1 2025 and has held it in 5 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Trivant Custom Portfolio Group held 40,106 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.88M as of Q1 2026.
  • Trivant Custom Portfolio Group bought 3,769 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $184K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.03% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #28 holding.
  • Trivant Custom Portfolio Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 5 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.