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

Baker Tilly 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	$392K	Sell	7,568 -225	-3%	-$11.5K	0.08%	193
2026 Q1	$366K	Sell	7,793 -1,786	-19%	-$87K	0.09%	191
2025 Q4	$448K	Buy	9,579 +868	+10%	+$40.9K	0.11%	170
2025 Q3	$408K	Buy	8,711 +25	+0.3%	+$1.11K	0.09%	176
2025 Q2	$371K	Sell	8,686 -1,129	-12%	-$45.6K	0.13%	162
2025 Q1	$386K	Sell	9,815 -217	-2%	-$8.51K	0.15%	149
2024 Q4	$385K	Sell	10,032 -2,842	-22%	-$114K	0.15%	152
2024 Q3	$531K	Buy	12,874 +75	+0.6%	+$2.88K	0.24%	108
2024 Q2	$482K	Sell	12,799 -3,228	-20%	-$120K	0.2%	124
2024 Q1	$580K	Sell	16,027 -7,565	-32%	-$266K	0.1%	218
2023 Q4	$835K	Buy	23,592 +1,569	+7%	+$53.4K	0.14%	164
2023 Q3	$739K	Sell	22,023 -4,913	-18%	-$170K	0.12%	168
2023 Q2	$926K	Buy	26,936 +1,484	+6%	+$50.7K	0.1%	213
2023 Q1	$869K	Sell	25,452 -16,855	-40%	-$580K	0.1%	222
2022 Q4	$1.39M	Buy	42,307 +24,079	+132%	+$780K	0.17%	133
2022 Q3	$566K	Buy	18,228 +449	+3%	+$15.3K	0.08%	265
2022 Q2	$618K	Buy	17,779 +1,011	+6%	+$36.5K	0.08%	255
2022 Q1	$648K	Sell	16,768 -1,263	-7%	-$50.9K	0.07%	276
2021 Q4	$748K	Sell	18,031 -979	-5%	-$41.9K	0.08%	269
2021 Q3	$808K	Buy	19,010 +181	+1%	+$7.86K	0.11%	201
2021 Q2	$857K	Buy	18,829 +690	+4%	+$30.9K	0.14%	166
2021 Q1	$794K	Buy	18,139 +2,084	+13%	+$93.2K	0.16%	161
2020 Q4	$677K	Buy	+16,055	New	+$637K	0.21%	112

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

Baker Tilly Wealth Management's SPEM Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.9% in Q2 2026, selling an estimated $11.5K and leaving 7,568 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #193.

Baker Tilly Wealth Management first reported a position in SPEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2022. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Baker Tilly Wealth Management held 7,568 shares of State Street SPDR Portfolio Emerging Markets ETF worth $392K as of Q2 2026.
Baker Tilly Wealth Management sold 225 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $11.5K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #193 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.39M in Q4 2022.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.