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BWP
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.7B AUM
15.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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