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Balboa Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Balboa Wealth Partners’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 		$894K Sell
17,266
-6,757
-28% -$346K 0.12% 142
2026
Q1 		$1.13M Sell
24,023
-482
-2% -$23.5K 0.19% 95
2025
Q4 		$1.15M Sell
24,505
-392
-2% -$18.5K 0.19% 86
2025
Q3 		$1.17M Buy
24,897
+4,534
+22% +$202K 0.2% 79
2025
Q2 		$870K Sell
20,363
-12,848
-39% -$518K 0.17% 103
2025
Q1 		$1.31M Buy
33,211
+1,157
+4% +$45.4K 0.32% 60
2024
Q4 		$1.23M Sell
32,054
-4,567
-12% -$184K 0.28% 66
2024
Q3 		$1.51M Buy
36,621
+4,754
+15% +$182K 0.38% 48
2024
Q2 		$1.2M Buy
31,867
+4,778
+18% +$178K 0.32% 57
2024
Q1 		$980K Buy
27,089
+5,298
+24% +$186K 0.29% 66
2023
Q4 		$772K Buy
21,791
+235
+1% +$7.99K 0.26% 74
2023
Q3 		$724K Buy
21,556
+5,580
+35% +$193K 0.27% 66
2023
Q2 		$549K Buy
15,976
+7,546
+90% +$258K 0.19% 104
2023
Q1 		$288K Buy
8,430
+40
+0.5% +$1.38K 0.11% 162
2022
Q4 		$277K Buy
+8,390
New +$272K 0.12% 167

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

Balboa Wealth Partners's SPEM Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 28% in Q2 2026, selling an estimated $346K and leaving 17,266 shares worth $894K. The position accounts for 0.12% of the portfolio, ranked #142.

Balboa Wealth Partners first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2024. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Balboa Wealth Partners held 17,266 shares of State Street SPDR Portfolio Emerging Markets ETF worth $894K as of Q2 2026.
  • Balboa Wealth Partners sold 6,757 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $346K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.12% of Balboa Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.51M in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.