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

Barnes Wealth Management Group’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	$343K	Sell	6,624 -98	-1%	-$5.01K	0.16%	130
2026 Q1	$315K	Buy	6,722 +1,149	+21%	+$56K	0.16%	132
2025 Q4	$261K	Sell	5,573 -212	-4%	-$9.98K	0.14%	140
2025 Q3	$271K	Buy	5,785 +344	+6%	+$15.3K	0.15%	130
2025 Q2	$233K	Sell	5,441 -42	-0.8%	-$1.7K	0.14%	139
2025 Q1	$216K	Sell	5,483 -188	-3%	-$7.37K	0.14%	138
2024 Q4	$218K	Buy	+5,671	New	+$228K	0.15%	129

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 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Barnes Wealth Management Group's SPEM Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.5% in Q2 2026, selling an estimated $5.01K and leaving 6,624 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #130.

Barnes Wealth Management Group first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 1,035 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Barnes Wealth Management Group held 6,624 shares of State Street SPDR Portfolio Emerging Markets ETF worth $343K as of Q2 2026.
Barnes Wealth Management Group sold 98 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $5.01K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of Barnes Wealth Management Group's portfolio in Q2 2026, its #130 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,035 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.