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Vestia Personal Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Vestia Personal Wealth 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 		$285K Buy
6,077
+15
+0.2% +$731 0.13% 84
2025
Q4 		$296K Sell
6,062
-836
-12% -$39.4K 0.15% 77
2025
Q3 		$323K Sell
6,898
-908
-12% -$40.4K 0.19% 74
2025
Q2 		$334K Buy
7,806
+236
+3% +$9.52K 0.23% 66
2025
Q1 		$298K Sell
7,570
-194
-2% -$7.61K 0.24% 64
2024
Q4 		$298K Buy
7,764
+102
+1% +$4.1K 0.25% 64
2024
Q3 		$316K Hold
7,662
– – 0.3% 51
2024
Q2 		$289K Buy
+7,662
New +$285K 0.31% 54

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

Vestia Personal Wealth Advisors's SPEM Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.25% in Q1 2026, buying an estimated $731 and bringing the position to 6,077 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #84.

Vestia Personal Wealth Advisors first reported a position in SPEM in Q2 2024 and has held it in 8 quarters since. The position peaked at $334K in Q2 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Vestia Personal Wealth Advisors held 6,077 shares of State Street SPDR Portfolio Emerging Markets ETF worth $285K as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 15 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $731.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.13% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Vestia Personal Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
  • Vestia Personal Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $334K in Q2 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.