Beacon Bridge Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Beacon Bridge Wealth Partners’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 Q1	$1.55M	Buy	33,081 +538	+2%	+$26.2K	0.52%	48
2025 Q4	$1.52M	Buy	32,543 +1,091	+3%	+$51.4K	0.51%	48
2025 Q3	$1.47M	Buy	31,452 +155	+0.5%	+$6.89K	0.52%	44
2025 Q2	$1.34M	Sell	31,297 -1,521	-5%	-$61.4K	0.53%	42
2025 Q1	$1.29M	Sell	32,818 -4,290	-12%	-$168K	0.55%	44
2024 Q4	$1.42M	Sell	37,108 -593	-2%	-$23.9K	0.6%	43
2024 Q3	$1.56M	Buy	37,701 +1,135	+3%	+$43.5K	0.67%	38
2024 Q2	$1.38M	Buy	36,566 +313	+0.9%	+$11.7K	0.63%	40
2024 Q1	$1.31M	Sell	36,253 -8,707	-19%	-$306K	0.62%	37
2023 Q4	$1.59M	Buy	44,960 +1,378	+3%	+$46.9K	0.79%	34
2023 Q3	$1.46M	Buy	43,582 +6,345	+17%	+$219K	0.77%	35
2023 Q2	$1.28M	Buy	37,237 +15,717	+73%	+$537K	0.65%	29
2023 Q1	$734K	Buy	21,520 +5,930	+38%	+$204K	0.44%	33
2022 Q4	$514K	Buy	+15,590	New	+$505K	0.37%	34

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Beacon Bridge Wealth Partners's SPEM Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.7% in Q1 2026, buying an estimated $26.2K and bringing the position to 33,081 shares worth $1.55M. The position accounts for 0.52% of the portfolio, ranked #48.

Beacon Bridge Wealth Partners first reported a position in SPEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Beacon Bridge Wealth Partners held 33,081 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.55M as of Q1 2026.
Beacon Bridge Wealth Partners bought 538 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $26.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.52% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #48 holding.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.59M in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.