UCFA
SPEM icon

United Capital Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

United Capital Financial 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 		$4.64M Sell
99,014
-12,079
-11% -$589K 0.03% 370
2025
Q4 		$5.2M Sell
111,093
-11,631
-9% -$548K 0.03% 349
2025
Q3 		$5.74M Sell
122,724
-8,578
-7% -$381K 0.04% 282
2025
Q2 		$5.61M Sell
131,302
-28,676
-18% -$1.16M 0.05% 264
2025
Q1 		$6.3M Sell
159,978
-11,819
-7% -$464K 0.05% 243
2024
Q4 		$6.59M Sell
171,797
-7,352
-4% -$296K 0.06% 223
2024
Q3 		$7.4M Sell
179,149
-8,980
-5% -$344K 0.06% 213
2024
Q2 		$7.09M Sell
188,129
-16,290
-8% -$607K 0.06% 214
2024
Q1 		$7.4M Sell
204,419
-65,858
-24% -$2.32M 0.06% 214
2023
Q4 		$9.57M Sell
270,277
-413,722
-60% -$14.1M 0.08% 195
2023
Q3 		$23M Sell
683,999
-5,181
-0.8% -$179K 0.15% 139
2023
Q2 		$23.7M Buy
689,180
+17,591
+3% +$601K 0.13% 144
2023
Q1 		$22.9M Buy
671,589
+7,884
+1% +$271K 0.13% 152
2022
Q4 		$21.9M Sell
663,705
-34,511
-5% -$1.12M 0.12% 163
2022
Q3 		$21.7M Sell
698,216
-11,732
-2% -$399K 0.13% 150
2022
Q2 		$24.7M Buy
709,948
+4,966
+0.7% +$179K 0.14% 149
2022
Q1 		$27.2M Buy
704,982
+3,148
+0.4% +$127K 0.13% 156
2021
Q4 		$29.1M Buy
701,834
+23,762
+4% +$1.02M 0.13% 158
2021
Q3 		$28.8M Buy
678,072
+31,985
+5% +$1.39M 0.14% 147
2021
Q2 		$29.4M Buy
646,087
+16,544
+3% +$741K 0.15% 145
2021
Q1 		$27.6M Sell
629,543
-24,948
-4% -$1.12M 0.15% 146
2020
Q4 		$27.6M Sell
654,491
-2,782
-0.4% -$110K 0.17% 135
2020
Q3 		$24M Buy
657,273
+10,417
+2% +$380K 0.16% 150
2020
Q2 		$21.6M Buy
646,856
+12,514
+2% +$391K 0.16% 143
2020
Q1 		$18.1M Buy
634,342
+36,134
+6% +$1.24M 0.15% 153
2019
Q4 		$22.5M Buy
598,208
+406,806
+213% +$14.7M 0.15% 169
2019
Q3 		$6.56M Buy
191,402
+50,003
+35% +$1.74M 0.05% 354
2019
Q2 		$5.06M Buy
141,399
+60,675
+75% +$2.15M 0.03% 424
2019
Q1 		$2.89M Buy
80,724
+16,727
+26% +$582K 0.02% 518
2018
Q4 		$2.07M Buy
63,997
+28,643
+81% +$945K 0.02% 552
2018
Q3 		$1.23M Sell
35,354
-810
-2% -$28.5K 0.01% 720
2018
Q2 		$1.28M Sell
36,164
-892
-2% -$33.6K 0.01% 704
2018
Q1 		$1.46M Sell
37,056
-1,612
-4% -$64.6K 0.01% 675
2017
Q4 		$1.48M Sell
38,668
-4,386
-10% -$163K 0.01% 681
2017
Q3 		$1.56M Sell
43,054
-1,192
-3% -$42.4K 0.01% 644
2017
Q2 		$1.47M Sell
44,246
-4,200
-9% -$138K 0.01% 652
2017
Q1 		$1.55M Sell
48,446
-1,916
-4% -$59.5K 0.01% 626
2016
Q4 		$1.44M Sell
50,362
-7,586
-13% -$223K 0.01% 639
2016
Q3 		$1.75M Buy
57,948
+4,474
+8% +$133K 0.02% 623
2016
Q2 		$1.5M Buy
53,474
+5,996
+13% +$163K 0.02% 623
2016
Q1 		$1.3M Buy
+47,478
New +$1.18M 0.01% 635
2015
Q3 		– Sell
-17,512
Closed -$564K – 1310
2015
Q2 		$564K Buy
17,512
+2,530
+17% +$85.3K 0.01% 872
2015
Q1 		$515K Buy
+14,982
New +$481K 0.01% 884
2013
Q4 		– Sell
-14,390
Closed -$454K – 750
2013
Q3 		$454K Sell
14,390
-1,420
-9% -$43.6K 0.01% 464
2013
Q2 		$471K Buy
+15,810
New +$507K 0.01% 516

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

United Capital Financial Advisors's SPEM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q1 2026, selling an estimated $589K and leaving 99,014 shares worth $4.64M. The position accounts for 0.03% of the portfolio, ranked #370.

United Capital Financial Advisors first reported a position in SPEM in Q2 2013 and has held it in 45 quarters since. The position peaked at $29.4M in Q2 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • United Capital Financial Advisors held 99,014 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.64M as of Q1 2026.
  • United Capital Financial Advisors sold 12,079 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $589K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #370 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2013 and has held it in 45 quarters since.
  • United Capital Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $29.4M in Q2 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.