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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BankPlus Wealth Management's SPEM Position: Q2 2026 in Review

BankPlus Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 18% in Q2 2026, buying an estimated $441K and bringing the position to 57,765 shares worth $2.99M. The position accounts for 1.35% of the portfolio, ranked #16.

BankPlus Wealth Management first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

BankPlus Wealth Management held 57,765 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.99M as of Q2 2026.
BankPlus Wealth Management bought 8,615 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $441K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.35% of BankPlus Wealth Management's portfolio in Q2 2026, its #16 holding.
BankPlus Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.