WA
SPEM icon

Waverly Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Waverly 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 		$11M Buy
235,203
+17,759
+8% +$865K 0.08% 235
2025
Q4 		$10.2M Buy
217,444
+37,837
+21% +$1.78M 0.08% 231
2025
Q3 		$8.41M Buy
179,607
+19,247
+12% +$856K 0.08% 223
2025
Q2 		$6.85M Buy
160,360
+6,078
+4% +$245K 0.08% 244
2025
Q1 		$6.07M Buy
154,282
+10,053
+7% +$394K 0.07% 253
2024
Q4 		$5.53M Buy
144,229
+2,371
+2% +$95.4K 0.09% 203
2024
Q3 		$5.86M Buy
141,858
+2,350
+2% +$90.1K 0.11% 172
2024
Q2 		$5.26M Sell
139,508
-3,049
-2% -$114K 0.1% 179
2024
Q1 		$5.16M Buy
+142,557
New +$5.02M 0.12% 142

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

Waverly Advisors's SPEM Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.2% in Q1 2026, buying an estimated $865K and bringing the position to 235,203 shares worth $11M. The position accounts for 0.08% of the portfolio, ranked #235.

Waverly Advisors first reported a position in SPEM in Q1 2024 and has held it in 9 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Waverly Advisors held 235,203 shares of State Street SPDR Portfolio Emerging Markets ETF worth $11M as of Q1 2026.
  • Waverly Advisors bought 17,759 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $865K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #235 holding.
  • Waverly Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.