Univest Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Univest Financial’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	$1.14M	Buy	24,364 +5,467	+29%	+$266K	0.06%	150
2025 Q4	$885K	Buy	18,897 +1,607	+9%	+$75.6K	0.05%	162
2025 Q3	$809K	Buy	17,290 +2,834	+20%	+$126K	0.05%	163
2025 Q2	$618K	Buy	14,456 +1,424	+11%	+$57.5K	0.04%	181
2025 Q1	$513K	Sell	13,032 -5,926	-31%	-$232K	0.03%	199
2024 Q4	$727K	Buy	18,958 +669	+4%	+$26.9K	0.05%	173
2024 Q3	$755K	Buy	+18,289	New	+$701K	0.05%	170

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

Univest Financial's SPEM Position: Q1 2026 in Review

Univest Financial increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 29% in Q1 2026, buying an estimated $266K and bringing the position to 24,364 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #150.

Univest Financial first reported a position in SPEM in Q3 2024 and has held it in 7 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Univest Financial held 24,364 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.14M as of Q1 2026.
Univest Financial bought 5,467 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $266K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.06% of Univest Financial's portfolio in Q1 2026, its #150 holding.
Univest Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 7 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.