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

Aquire 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
Q2 		$10M Sell
193,566
-8,645
-4% -$442K 2.3% 8
2026
Q1 		$9.49M Sell
202,211
-12,397
-6% -$604K 2.49% 8
2025
Q4 		$10M Sell
214,608
-5,831
-3% -$274K 2.61% 8
2025
Q3 		$10.3M Sell
220,439
-10,154
-4% -$451K 2.54% 8
2025
Q2 		$9.86M Buy
230,593
+134,649
+140% +$5.43M 2.65% 8
2025
Q1 		$3.78M Sell
95,944
-1,810
-2% -$71K 1.16% 12
2024
Q4 		$3.75M Sell
97,754
-4,137
-4% -$166K 1.16% 13
2024
Q3 		$4.21M Sell
101,891
-2,140
-2% -$82.1K 1.32% 13
2024
Q2 		$3.92M Sell
104,031
-3,880
-4% -$144K 1.32% 14
2024
Q1 		$3.91M Sell
107,911
-1,509
-1% -$53.1K 1.36% 14
2023
Q4 		$3.87M Sell
109,420
-11,402
-9% -$388K 1.47% 15
2023
Q3 		$4.06M Sell
120,822
-5,297
-4% -$183K 1.69% 13
2023
Q2 		$4.34M Sell
126,119
-3,998
-3% -$137K 1.73% 14
2023
Q1 		$4.44M Sell
130,117
-2,440
-2% -$83.9K 1.94% 13
2022
Q4 		$4.37M Sell
132,557
-31,246
-19% -$1.01M 2.17% 12
2022
Q3 		$5.08M Buy
163,803
+1,359
+0.8% +$46.2K 2.95% 10
2022
Q2 		$5.65M Buy
162,444
+4,936
+3% +$178K 3.3% 11
2022
Q1 		$6.09M Sell
157,508
-14,669
-9% -$591K 3.24% 8
2021
Q4 		$7.14M Buy
+172,177
New +$7.36M 3.74% 6

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Aquire Wealth Advisors's SPEM Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.3% in Q2 2026, selling an estimated $442K and leaving 193,566 shares worth $10M. The position accounts for 2.3% of the portfolio, ranked #8.

Aquire Wealth Advisors first reported a position in SPEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Aquire Wealth Advisors held 193,566 shares of State Street SPDR Portfolio Emerging Markets ETF worth $10M as of Q2 2026.
  • Aquire Wealth Advisors sold 8,645 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $442K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.3% of Aquire Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Aquire Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • Aquire Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10.3M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.