Appleton Partners’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Appleton Partners’s Portfolio QEMM Stock Details QEMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$797K	Sell	11,499 -375	-3%	-$26.4K	0.06%	154
2025 Q4	$785K	Sell	11,874 -1,223	-9%	-$81.6K	0.05%	157
2025 Q3	$868K	Sell	13,097 -340	-3%	-$21.9K	0.06%	149
2025 Q2	$847K	Sell	13,437 -1,225	-8%	-$72.8K	0.06%	143
2025 Q1	$846K	Sell	14,662 -1,345	-8%	-$77.8K	0.07%	138
2024 Q4	$913K	Sell	16,007 -5,550	-26%	-$336K	0.07%	137
2024 Q3	$1.35M	Sell	21,557 -820	-4%	-$48.9K	0.1%	119
2024 Q2	$1.31M	Sell	22,377 -1,646	-7%	-$95.9K	0.1%	120
2024 Q1	$1.39M	Sell	24,023 -2,279	-9%	-$129K	0.11%	119
2023 Q4	$1.5M	Sell	26,302 -4,705	-15%	-$258K	0.12%	117
2023 Q3	$1.68M	Sell	31,007 -3,717	-11%	-$206K	0.15%	114
2023 Q2	$1.93M	Sell	34,724 -11,967	-26%	-$665K	0.16%	109
2023 Q1	$2.6M	Sell	46,691 -2,611	-5%	-$145K	0.23%	95
2022 Q4	$2.63M	Sell	49,302 -8,994	-15%	-$478K	0.25%	95
2022 Q3	$2.96M	Sell	58,296 -10,542	-15%	-$584K	0.3%	84
2022 Q2	$3.88M	Sell	68,838 -2,130	-3%	-$127K	0.37%	77
2022 Q1	$4.55M	Sell	70,968 -4,241	-6%	-$279K	0.37%	72
2021 Q4	$5.09M	Sell	75,209 -3,867	-5%	-$263K	0.38%	74
2021 Q3	$5.35M	Sell	79,076 -12,774	-14%	-$876K	0.45%	67
2021 Q2	$6.45M	Sell	91,850 -13,688	-13%	-$947K	0.55%	50
2021 Q1	$7.19M	Sell	105,538 -19,046	-15%	-$1.3M	0.67%	42
2020 Q4	$8.11M	Sell	124,584 -611	-0.5%	-$37.3K	0.8%	32
2020 Q3	$7.07M	Sell	125,195 -9,202	-7%	-$521K	0.78%	33
2020 Q2	$7.08M	Sell	134,397 -8,929	-6%	-$449K	0.85%	33
2020 Q1	$6.71M	Sell	143,326 -607	-0.4%	-$33.7K	0.93%	30
2019 Q4	$8.76M	Buy	143,933 +2,374	+2%	+$141K	0.96%	31
2019 Q3	$8.12M	Buy	141,559 +5,653	+4%	+$324K	0.98%	28
2019 Q2	$8.07M	Buy	135,906 +10,639	+8%	+$624K	1%	27
2019 Q1	$7.41M	Buy	125,267 +9,215	+8%	+$536K	0.98%	26
2018 Q4	$6.31M	Buy	116,052 +4,965	+4%	+$278K	0.94%	28
2018 Q3	$6.59M	Buy	111,087 +3,233	+3%	+$193K	0.88%	33
2018 Q2	$6.4M	Buy	107,854 +5,969	+6%	+$377K	0.92%	32
2018 Q1	$6.68M	Buy	101,885 +9,866	+11%	+$655K	1.01%	25
2017 Q4	$5.93M	Buy	92,019 +11,285	+14%	+$710K	0.92%	29
2017 Q3	$4.93M	Buy	80,734 +3,225	+4%	+$195K	0.83%	41
2017 Q2	$4.51M	Buy	77,509 +10,308	+15%	+$591K	0.76%	48
2017 Q1	$3.75M	Buy	+67,201	New	+$3.63M	0.69%	52

Other funds holding QEMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $767M AUM 21.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Appleton Partners's QEMM Position: Q1 2026 in Review

Appleton Partners reduced its State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) stake by 3.2% in Q1 2026, selling an estimated $26.4K and leaving 11,499 shares worth $797K. The position accounts for 0.06% of the portfolio, ranked #154.

Appleton Partners first reported a position in QEMM in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.76M in Q4 2019. 32 funds tracked by Wall St. Rank hold QEMM as of Q1 2026.

Appleton Partners held 11,499 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $797K as of Q1 2026.
Appleton Partners sold 375 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q1 2026, an estimated $26.4K.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up 0.06% of Appleton Partners's portfolio in Q1 2026, its #154 holding.
Appleton Partners first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q1 2017 and has held it in 37 quarters since.
Appleton Partners's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $8.76M in Q4 2019.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.