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 Q3	$343K	Sell	6,619 -5	-0.1%	-$259	0.15%	132
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%	-$10K	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 $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

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

Barnes Wealth Management Group's SPEM Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.08% in Q3 2026, selling an estimated $259 and leaving 6,619 shares worth $343K. The position accounts for 0.15% of the portfolio, ranked #132.

Barnes Wealth Management Group first reported a position in SPEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $343K in Q2 2026. 712 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Barnes Wealth Management Group held 6,619 shares of State Street SPDR Portfolio Emerging Markets ETF worth $343K as of Q3 2026.
Barnes Wealth Management Group sold 5 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $259.
State Street SPDR Portfolio Emerging Markets ETF made up 0.15% of Barnes Wealth Management Group's portfolio in Q3 2026, its #132 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 8 quarters since.
Barnes Wealth Management Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $343K in Q2 2026.
712 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.