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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
Q3 		$398K Buy
7,699
+131
+2% +$6.79K 0.08% 189
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Baker Tilly Wealth Management's SPEM Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.7% in Q3 2026, buying an estimated $6.79K and bringing the position to 7,699 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #189.

Baker Tilly Wealth Management first reported a position in SPEM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.39M in Q4 2022. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Baker Tilly Wealth Management held 7,699 shares of State Street SPDR Portfolio Emerging Markets ETF worth $398K as of Q3 2026.
  • Baker Tilly Wealth Management bought 131 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $6.79K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #189 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 24 quarters since.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.39M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.