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

Boston Standard 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	$3.75M	Buy	72,835 +1,026	+1%	+$52.5K	0.54%	19
2026 Q1	$3.38M	Sell	71,809 -1,619	-2%	-$78.9K	0.55%	19
2025 Q4	$3.44M	Buy	73,428 +36	+0%	+$1.7K	0.57%	17
2025 Q3	$3.44M	Buy	73,392 +5	+0%	+$222	0.58%	18
2025 Q2	$3.14M	Buy	73,387 +1,880	+3%	+$75.9K	0.57%	17
2025 Q1	$2.69M	Sell	71,507 -3,032	-4%	-$119K	0.59%	16
2024 Q4	$2.86M	Buy	74,539 +1,504	+2%	+$60.5K	0.56%	16
2024 Q3	$3.02M	Buy	73,035 +1,528	+2%	+$58.6K	0.59%	16
2024 Q2	$2.69M	Buy	71,507 +1,491	+2%	+$55.5K	0.59%	16
2024 Q1	$2.53M	Buy	70,016 +4,853	+7%	+$171K	0.57%	16
2023 Q4	$2.19M	Hold	65,163	–	–	0.58%	19
2023 Q3	$2.19M	Buy	65,163 +1,814	+3%	+$62.7K	0.58%	19
2023 Q2	$2.18M	Buy	63,349 +1,518	+2%	+$51.9K	0.56%	19
2023 Q1	$2.11M	Sell	61,831 -404	-0.6%	-$13.9K	0.61%	17
2022 Q4	$2.05M	Buy	62,235 +3,285	+6%	+$106K	0.61%	17
2022 Q3	$1.83M	Sell	58,950 -17,527	-23%	-$596K	0.61%	18
2022 Q2	$2.64M	Sell	76,477 -28,103	-27%	-$1.01M	0.85%	17
2022 Q1	$4.04M	Sell	104,580 -67,020	-39%	-$2.7M	1.16%	15
2021 Q4	$7.12M	Sell	171,600 -56,226	-25%	-$2.4M	1.99%	11
2021 Q3	$9.69M	Sell	227,826 -7,921	-3%	-$344K	2.9%	11
2021 Q2	$10.7M	Buy	235,747 +3,917	+2%	+$175K	3.25%	11
2021 Q1	$10.1M	Sell	231,830 -154	-0.1%	-$6.88K	3.29%	11
2020 Q4	$9.78M	Sell	231,984 -3,937	-2%	-$156K	3.64%	8
2020 Q3	$8.63M	Sell	235,921 -1,495	-0.6%	-$54.6K	3.63%	7
2020 Q2	$7.94M	Buy	237,416 +5,909	+3%	+$185K	3.59%	8
2020 Q1	$6.34M	Buy	231,507 +1,321	+0.6%	+$45.4K	3.44%	8
2019 Q4	$8.65M	Buy	230,186 +371	+0.2%	+$13.4K	3.86%	8
2019 Q3	$7.88M	Buy	229,815 +6,480	+3%	+$225K	3.8%	8
2019 Q2	$8.08M	Buy	223,335 +10,349	+5%	+$367K	3.95%	7
2019 Q1	$7.72M	Buy	212,986 +5,339	+3%	+$186K	4.02%	7
2018 Q4	$6.72M	Buy	207,647 +12,485	+6%	+$412K	4%	7
2018 Q3	$6.73M	Buy	+195,162	New	+$6.88M	3.66%	7
2018 Q1	$6.46M	Sell	164,324 -3,833	-2%	-$154K	4.04%	7
2017 Q4	$6.42M	Buy	+168,157	New	+$6.26M	4.08%	8

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Boston Standard Wealth Management's SPEM Position: Q2 2026 in Review

Boston Standard Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.4% in Q2 2026, buying an estimated $52.5K and bringing the position to 72,835 shares worth $3.75M. The position accounts for 0.54% of the portfolio, ranked #19.

Boston Standard Wealth Management first reported a position in SPEM in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.7M in Q2 2021. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Boston Standard Wealth Management held 72,835 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.75M as of Q2 2026.
Boston Standard Wealth Management bought 1,026 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $52.5K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.54% of Boston Standard Wealth Management's portfolio in Q2 2026, its #19 holding.
Boston Standard Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 34 quarters since.
Boston Standard Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10.7M in Q2 2021.
508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.