United Advisor Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

United Advisor 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 Q3	$1.29M	Buy	24,864 +1,796	+8%	+$93.1K	0.12%	186
2026 Q2	$1.19M	Buy	23,068 +3,698	+19%	+$189K	0.13%	187
2026 Q1	$909K	Buy	19,370 +4,945	+34%	+$241K	0.11%	202
2025 Q4	$675K	Buy	14,425 +3,926	+37%	+$185K	0.08%	233
2025 Q3	$491K	Buy	10,499 +2,471	+31%	+$110K	0.07%	270
2025 Q2	$343K	Buy	+8,028	New	+$324K	0.06%	293

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

United Advisor Group's SPEM Position: Q3 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7.8% in Q3 2026, buying an estimated $93.1K and bringing the position to 24,864 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #186.

United Advisor Group first reported a position in SPEM in Q2 2025 and has held it in 6 quarters since. 635 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

United Advisor Group held 24,864 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.29M as of Q3 2026.
United Advisor Group bought 1,796 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $93.1K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.12% of United Advisor Group's portfolio in Q3 2026, its #186 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
635 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.