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

BIP Wealth’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	$3.38M	Buy	65,270 +3,035	+5%	+$155K	0.1%	147
2026 Q1	$2.92M	Sell	62,235 -7,342	-11%	-$358K	0.12%	109
2025 Q4	$3.26M	Sell	69,577 -3,277	-4%	-$154K	0.12%	111
2025 Q3	$3.41M	Sell	72,854 -6,375	-8%	-$283K	0.17%	66
2025 Q2	$3.39M	Sell	79,229 -6,226	-7%	-$251K	0.21%	53
2025 Q1	$3.36M	Sell	85,455 -9,454	-10%	-$371K	0.22%	51
2024 Q4	$3.64M	Sell	94,909 -3,938	-4%	-$158K	0.24%	48
2024 Q3	$4.08M	Buy	98,847 +6,400	+7%	+$245K	0.28%	41
2024 Q2	$3.48M	Sell	92,447 -10,554	-10%	-$393K	0.29%	42
2024 Q1	$3.73M	Sell	103,001 -440	-0.4%	-$15.5K	0.27%	44
2023 Q4	$3.66M	Buy	103,441 +10,035	+11%	+$341K	0.29%	41
2023 Q3	$3.14M	Sell	93,406 -18,816	-17%	-$650K	0.29%	42
2023 Q2	$3.86M	Sell	112,222 -9,554	-8%	-$327K	0.32%	40
2023 Q1	$4.16M	Buy	+121,776	New	+$4.19M	0.46%	39

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

BIP Wealth's SPEM Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.9% in Q2 2026, buying an estimated $155K and bringing the position to 65,270 shares worth $3.38M. The position accounts for 0.1% of the portfolio, ranked #147.

BIP Wealth first reported a position in SPEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.16M in Q1 2023. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

BIP Wealth held 65,270 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.38M as of Q2 2026.
BIP Wealth bought 3,035 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $155K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of BIP Wealth's portfolio in Q2 2026, its #147 holding.
BIP Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
BIP Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.16M in Q1 2023.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.