Axxcess Wealth Management
SPEM icon

Axxcess Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Axxcess Wealth Management’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 		$3.21M Sell
62,000
-702,963
-92% -$36.5M 0.13% 180
2026
Q2 		$39.6M Buy
764,963
+36,080
+5% +$1.85M 0.63% 36
2026
Q1 		$34.2M Buy
728,883
+39,438
+6% +$1.92M 1.1% 21
2025
Q4 		$32.3M Sell
689,445
-12,204
-2% -$574K 0.56% 42
2025
Q3 		$32.8M Buy
701,649
+39,816
+6% +$1.77M 0.69% 33
2025
Q2 		$28.3M Buy
661,833
+35,183
+6% +$1.42M 0.66% 34
2025
Q1 		$24.7M Buy
626,650
+61,822
+11% +$2.42M 0.65% 33
2024
Q4 		$21.7M Buy
564,828
+6,174
+1% +$248K 0.52% 42
2024
Q3 		$23.1M Buy
558,654
+25,057
+5% +$961K 0.57% 37
2024
Q2 		$20.1M Buy
533,597
+20,597
+4% +$767K 0.53% 40
2024
Q1 		$18.6M Buy
513,000
+63,453
+14% +$2.23M 0.51% 41
2023
Q4 		$15.9M Buy
449,547
+64,462
+17% +$2.19M 0.46% 40
2023
Q3 		$12.9M Buy
385,085
+307,060
+394% +$10.6M 0.44% 48
2023
Q2 		$2.68M Buy
78,025
+27,486
+54% +$940K 0.19% 105
2023
Q1 		$1.72M Buy
50,539
+3,021
+6% +$104K 0.13% 157
2022
Q4 		$1.57M Buy
47,518
+10,958
+30% +$355K 0.13% 155
2022
Q3 		$1.14M Buy
36,560
+14,368
+65% +$489K 0.11% 173
2022
Q2 		$772K Sell
22,192
-1,127
-5% -$40.7K 0.07% 226
2022
Q1 		$901K Buy
23,319
+7,684
+49% +$310K 0.07% 239
2021
Q4 		$649K Buy
+15,635
New +$668K 0.05% 306

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
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Axxcess Wealth Management's SPEM Position: Q3 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 92% in Q3 2026, selling an estimated $36.5M and leaving 62,000 shares worth $3.21M. The position accounts for 0.13% of the portfolio, ranked #180.

Axxcess Wealth Management first reported a position in SPEM in Q4 2021 and has held it in 20 quarters since. The position peaked at $39.6M in Q2 2026. 342 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Axxcess Wealth Management held 62,000 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.21M as of Q3 2026.
  • Axxcess Wealth Management sold 702,963 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $36.5M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.13% of Axxcess Wealth Management's portfolio in Q3 2026, its #180 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $39.6M in Q2 2026.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.