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

Vericrest Private 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	$987K	Sell	21,050 -500	-2%	-$24.4K	0.89%	27
2025 Q4	$1.01M	Buy	+21,550	New	+$1.01M	0.9%	27
2022 Q2	$2M	Buy	57,377 +775	+1%	+$28K	2.45%	20
2022 Q1	$2.19M	Sell	56,602 -349	-0.6%	-$14.1K	2.27%	20
2021 Q4	$2.36M	Buy	+56,951	New	+$2.43M	2.19%	20

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

Vericrest Private Wealth's SPEM Position: Q1 2026 in Review

Vericrest Private Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.3% in Q1 2026, selling an estimated $24.4K and leaving 21,050 shares worth $987K. The position accounts for 0.89% of the portfolio, ranked #27.

Vericrest Private Wealth first reported a position in SPEM in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.36M in Q4 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Vericrest Private Wealth held 21,050 shares of State Street SPDR Portfolio Emerging Markets ETF worth $987K as of Q1 2026.
Vericrest Private Wealth sold 500 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $24.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.89% of Vericrest Private Wealth's portfolio in Q1 2026, its #27 holding.
Vericrest Private Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 5 quarters since.
Vericrest Private Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.36M in Q4 2021.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.