Apella Capital
SPEM icon

Apella Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Apella Capital’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
Q3 		$2.31M Sell
44,305
-962
-2% -$49.9K 0.03% 265
2026
Q2 		$2.31M Sell
45,267
-116
-0.3% -$5.93K 0.03% 243
2026
Q1 		$2.33M Buy
45,383
+12,273
+37% +$598K 0.03% 240
2025
Q4 		$1.55M Buy
33,110
+14,587
+79% +$687K 0.03% 232
2025
Q3 		$873K Buy
18,523
+3,695
+25% +$164K 0.02% 265
2025
Q2 		$633K Buy
14,828
+129
+0.9% +$5.2K 0.02% 269
2025
Q1 		$543K Hold
14,699
– – 0.02% 245
2024
Q4 		$564K Buy
14,699
+113
+0.8% +$4.54K 0.02% 218
2024
Q3 		$619K Sell
14,586
-246
-2% -$9.43K 0.03% 198
2024
Q2 		$572K Sell
14,832
-1,558
-10% -$58K 0.03% 191
2024
Q1 		$607K Sell
16,390
-941
-5% -$33.1K 0.03% 175
2023
Q4 		$604K Sell
17,331
-13,064
-43% -$444K 0.03% 174
2023
Q3 		$1.02M Buy
30,395
+970
+3% +$33.5K 0.07% 118
2023
Q2 		$1.01M Buy
+29,425
New +$1.01M 0.07% 115
2022
Q4 		$1.04M Buy
31,668
+10,789
+52% +$350K 0.1% 103
2022
Q3 		$648K Hold
20,879
– – 0.08% 116
2022
Q2 		$726K Sell
20,879
-4,858
-19% -$175K 0.09% 113
2022
Q1 		$994K Buy
25,737
+2,651
+11% +$107K 0.14% 93
2021
Q4 		$958K Sell
23,086
-27,656
-55% -$1.18M 0.12% 91
2021
Q3 		$2.16M Sell
50,742
-452
-0.9% -$19.6K 0.31% 64
2021
Q2 		$2.33M Buy
+51,194
New +$2.29M 0.38% 54

Other funds holding SPEM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Apella Capital's SPEM Position: Q3 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.1% in Q3 2026, selling an estimated $49.9K and leaving 44,305 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #265.

Apella Capital first reported a position in SPEM in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.33M in Q1 2026. 292 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Apella Capital held 44,305 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.31M as of Q3 2026.
  • Apella Capital sold 962 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $49.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Apella Capital's portfolio in Q3 2026, its #265 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.33M in Q1 2026.
  • 292 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.