Wallace Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Wallace Advisory Group’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	$512K	Sell	10,905 -42,294	-80%	-$2.06M	0.55%	41
2025 Q4	$2.49M	Sell	53,199 -3,315	-6%	-$156K	2.61%	6
2025 Q3	$2.42M	Buy	56,514 +30,905	+121%	+$1.37M	1.94%	7
2025 Q2	$1.01M	Buy	25,609 +8,181	+47%	+$330K	0.73%	35
2025 Q1	$669K	Buy	17,428 +4,453	+34%	+$175K	0.46%	57
2024 Q4	$536K	Sell	12,975 -480	-4%	-$19.3K	0.37%	77
2024 Q3	$507K	Hold	13,455	–	–	0.37%	66
2024 Q2	$507K	Buy	13,455 +533	+4%	+$19.8K	0.36%	67
2024 Q1	$458K	Sell	12,922 -3,811	-23%	-$134K	0.34%	82
2023 Q4	$562K	Sell	16,733 -389	-2%	-$13.2K	0.44%	52
2023 Q3	$589K	Sell	17,122 -234	-1%	-$8.09K	0.42%	50
2023 Q2	$592K	Hold	17,356	–	–	0.45%	49
2023 Q1	$592K	Sell	17,356 -37,808	-69%	-$1.3M	0.45%	49
2022 Q4	$1.82M	Buy	+55,164	New	+$1.79M	1.44%	11

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

Wallace Advisory Group's SPEM Position: Q1 2026 in Review

Wallace Advisory Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 80% in Q1 2026, selling an estimated $2.06M and leaving 10,905 shares worth $512K. The position accounts for 0.55% of the portfolio, ranked #41.

Wallace Advisory Group first reported a position in SPEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Wallace Advisory Group held 10,905 shares of State Street SPDR Portfolio Emerging Markets ETF worth $512K as of Q1 2026.
Wallace Advisory Group sold 42,294 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $2.06M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.55% of Wallace Advisory Group's portfolio in Q1 2026, its #41 holding.
Wallace Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.49M in Q4 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.