Balboa Wealth Partners
SPEM icon

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
Q3 		$771K Sell
14,905
-2,361
-14% -$122K 0.1% 167
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 $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Balboa Wealth Partners's SPEM Position: Q3 2026 in Review

Balboa Wealth Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 14% in Q3 2026, selling an estimated $122K and leaving 14,905 shares worth $771K. The position accounts for 0.1% of the portfolio, ranked #167.

Balboa Wealth Partners first reported a position in SPEM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.51M in Q3 2024. 736 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Balboa Wealth Partners held 14,905 shares of State Street SPDR Portfolio Emerging Markets ETF worth $771K as of Q3 2026.
  • Balboa Wealth Partners sold 2,361 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $122K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of Balboa Wealth Partners's portfolio in Q3 2026, its #167 holding.
  • Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.51M in Q3 2024.
  • 736 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.