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

BlackDiamond 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	$660K	Sell	12,626 -2,296	-15%	-$117K	0.27%	87
2026 Q1	$700K	Buy	14,922 +424	+3%	+$20.7K	0.34%	67
2025 Q4	$730K	Buy	14,498 +3,680	+34%	+$173K	0.36%	59
2025 Q3	$506K	Buy	10,818 +140	+1%	+$6.22K	0.28%	73
2025 Q2	$458K	Buy	10,678 +78	+0.7%	+$3.15K	0.26%	70
2025 Q1	$428K	Buy	+10,600	New	+$416K	0.29%	66

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

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

BlackDiamond Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 15% in Q2 2026, selling an estimated $117K and leaving 12,626 shares worth $660K. The position accounts for 0.27% of the portfolio, ranked #87.

BlackDiamond Wealth Management first reported a position in SPEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $730K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

BlackDiamond Wealth Management held 12,626 shares of State Street SPDR Portfolio Emerging Markets ETF worth $660K as of Q2 2026.
BlackDiamond Wealth Management sold 2,296 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $117K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.27% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #87 holding.
BlackDiamond Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
BlackDiamond Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $730K in Q4 2025.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.