TRUE Private Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

TRUE Private Wealth Advisors’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	-34,998	Closed	-$1.64M	–	287
2025 Q4	$1.64M	Buy	34,998 +5,358	+18%	+$252K	0.16%	87
2025 Q3	$1.39M	Buy	29,640 +1,696	+6%	+$75.4K	0.14%	98
2025 Q2	$1.19M	Buy	27,944 +3,431	+14%	+$138K	0.13%	102
2025 Q1	$965K	Buy	24,513 +3,679	+18%	+$144K	0.12%	98
2024 Q4	$799K	Buy	+20,834	New	+$838K	0.1%	107

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

TRUE Private Wealth Advisors's SPEM Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 34,998 shares — an estimated $1.64M sold.

TRUE Private Wealth Advisors first reported a position in SPEM in Q4 2024 and held it in 5 quarters. The position peaked at $1.64M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

TRUE Private Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
TRUE Private Wealth Advisors sold 34,998 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.64M.
TRUE Private Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 5 quarters.
TRUE Private Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.64M in Q4 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.