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 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Axxcess Wealth Management's SPEM Position: Q2 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5% in Q2 2026, buying an estimated $1.85M and bringing the position to 764,963 shares worth $39.6M. The position accounts for 0.63% of the portfolio, ranked #36.

Axxcess Wealth Management first reported a position in SPEM in Q4 2021 and has held it in 19 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Axxcess Wealth Management held 764,963 shares of State Street SPDR Portfolio Emerging Markets ETF worth $39.6M as of Q2 2026.
Axxcess Wealth Management bought 36,080 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.85M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.63% of Axxcess Wealth Management's portfolio in Q2 2026, its #36 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.