BankPlus Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

BankPlus 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	$3.79M	Buy	73,136 +15,371	+27%	+$797K	1.66%	14
2026 Q2	$2.99M	Buy	57,765 +8,615	+18%	+$441K	1.35%	16
2026 Q1	$2.31M	Buy	49,150 +7,745	+19%	+$377K	1.19%	16
2025 Q4	$1.94M	Buy	41,405 +4,676	+13%	+$220K	1.07%	18
2025 Q3	$1.72M	Buy	36,729 +10,217	+39%	+$454K	1.01%	18
2025 Q2	$1.13M	Buy	26,512 +7,616	+40%	+$307K	0.75%	21
2025 Q1	$744K	Buy	18,896 +4,577	+32%	+$179K	0.55%	33
2024 Q4	$549K	Buy	+14,319	New	+$576K	0.41%	45

Other funds holding SPEM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

BankPlus Wealth Management's SPEM Position: Q3 2026 in Review

BankPlus Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 27% in Q3 2026, buying an estimated $797K and bringing the position to 73,136 shares worth $3.79M. The position accounts for 1.66% of the portfolio, ranked #14.

BankPlus Wealth Management first reported a position in SPEM in Q4 2024 and has held it in 8 quarters since. 467 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

BankPlus Wealth Management held 73,136 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.79M as of Q3 2026.
BankPlus Wealth Management bought 15,371 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $797K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.66% of BankPlus Wealth Management's portfolio in Q3 2026, its #14 holding.
BankPlus Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
467 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

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