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Vance Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Vance Wealth’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 		$204K Sell
4,339
-615
-12% -$30K 0.06% 114
2025
Q4 		$232K Hold
4,954
– – 0.07% 109
2025
Q3 		$232K Sell
4,954
-363
-7% -$16.1K 0.07% 108
2025
Q2 		$227K Hold
5,317
– – 0.08% 109
2025
Q1 		$209K Hold
5,317
– – 0.08% 101
2024
Q4 		$204K Buy
5,317
+31
+0.6% +$1.25K 0.08% 96
2024
Q3 		$218K Buy
+5,286
New +$203K 0.08% 93

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

Vance Wealth's SPEM Position: Q1 2026 in Review

Vance Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 12% in Q1 2026, selling an estimated $30K and leaving 4,339 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #114.

Vance Wealth first reported a position in SPEM in Q3 2024 and has held it in 7 quarters since. The position peaked at $232K in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Vance Wealth held 4,339 shares of State Street SPDR Portfolio Emerging Markets ETF worth $204K as of Q1 2026.
  • Vance Wealth sold 615 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $30K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.06% of Vance Wealth's portfolio in Q1 2026, its #114 holding.
  • Vance Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 7 quarters since.
  • Vance Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $232K in Q4 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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