Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Baltimore-Washington Financial Advisors’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	$495K	Sell	9,562 -443	-4%	-$22.7K	0.02%	131
2026 Q1	$469K	Buy	10,005 +826	+9%	+$40.2K	0.02%	125
2025 Q4	$430K	Sell	9,179 -663	-7%	-$31.2K	0.02%	128
2025 Q3	$461K	Hold	9,842	–	–	0.02%	120
2025 Q2	$421K	Hold	9,842	–	–	0.02%	118
2025 Q1	$387K	Sell	9,842 -1,289	-12%	-$50.5K	0.02%	111
2024 Q4	$427K	Sell	11,131 -227	-2%	-$9.13K	0.02%	108
2024 Q3	$469K	Sell	11,358 -999	-8%	-$38.3K	0.03%	108
2024 Q2	$466K	Buy	12,357 +15	+0.1%	+$559	0.03%	105
2024 Q1	$447K	Buy	12,342 +11	+0.1%	+$387	0.03%	103
2023 Q4	$437K	Buy	12,331 +1,006	+9%	+$34.2K	0.03%	110
2023 Q3	$380K	Sell	11,325 -1,474	-12%	-$51K	0.03%	116
2023 Q2	$440K	Sell	12,799 -34,780	-73%	-$1.19M	0.04%	110
2023 Q1	$1.62M	Sell	47,579 -1,591	-3%	-$54.7K	0.14%	91
2022 Q4	$1.62M	Sell	49,170 -6,067	-11%	-$197K	0.16%	87
2022 Q3	$1.71M	Sell	55,237 -493	-0.9%	-$16.8K	0.14%	85
2022 Q2	$1.94M	Sell	55,730 -4,159	-7%	-$150K	0.21%	79
2022 Q1	$2.62M	Buy	59,889 +3,244	+6%	+$131K	0.26%	84
2021 Q4	$2.35M	Sell	56,645 -2,277	-4%	-$97.4K	0.19%	83
2021 Q3	$2.5M	Sell	58,922 -692	-1%	-$30K	0.22%	81
2021 Q2	$2.71M	Sell	59,614 -275	-0.5%	-$12.3K	0.25%	77
2021 Q1	$2.62M	Sell	59,889 -16	-0%	-$715	0.27%	79
2020 Q4	$2.52M	Sell	59,905 -16,951	-22%	-$673K	0.28%	76
2020 Q3	$2.81M	Sell	76,856 -3,742	-5%	-$137K	0.36%	75
2020 Q2	$2.7M	Sell	80,598 -1,125	-1%	-$35.2K	0.37%	75
2020 Q1	$2.33M	Buy	81,723 +14,953	+22%	+$514K	0.42%	70
2019 Q4	$2.51M	Buy	66,770 +6,570	+11%	+$237K	0.37%	70
2019 Q3	$2.06M	Buy	60,200 +1,815	+3%	+$63K	0.34%	70
2019 Q2	$2.09M	Buy	58,385 +6,359	+12%	+$225K	0.35%	69
2019 Q1	$1.86M	Buy	52,026 +11,623	+29%	+$405K	0.33%	71
2018 Q4	$1.31M	Buy	40,403 +4,824	+14%	+$159K	0.27%	69
2018 Q3	$1.24M	Buy	35,579 +23,463	+194%	+$827K	0.22%	71
2018 Q2	$428K	Buy	+12,116	New	+$456K	0.08%	74

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 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Baltimore-Washington Financial Advisors's SPEM Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.4% in Q2 2026, selling an estimated $22.7K and leaving 9,562 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #131.

Baltimore-Washington Financial Advisors first reported a position in SPEM in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.81M in Q3 2020. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Baltimore-Washington Financial Advisors held 9,562 shares of State Street SPDR Portfolio Emerging Markets ETF worth $495K as of Q2 2026.
Baltimore-Washington Financial Advisors sold 443 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $22.7K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #131 holding.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 33 quarters since.
Baltimore-Washington Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.81M in Q3 2020.
1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.