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

Concord 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 Q2	$7.66K	Buy	+148	New	+$7.57K	﹤0.01%	605
2026 Q1	–	Sell	-156	Closed	-$7.3K	–	699
2025 Q4	$7.3K	Hold	156	–	–	﹤0.01%	571
2025 Q3	$7.3K	Hold	156	–	–	﹤0.01%	576
2025 Q2	$6.67K	Sell	156 -201	-56%	-$8.11K	﹤0.01%	598
2025 Q1	$14.1K	Sell	357 -43	-11%	-$1.69K	﹤0.01%	473
2024 Q4	$15.3K	Sell	400 -1	-0.2%	-$40	﹤0.01%	487
2024 Q3	$16.6K	Sell	401 -441	-52%	-$16.9K	﹤0.01%	502
2024 Q2	$31.7K	Sell	842 -310	-27%	-$11.5K	0.01%	365
2024 Q1	$41.7K	Sell	1,152 -98	-8%	-$3.45K	0.01%	382
2023 Q4	$44.3K	Sell	1,250 -239	-16%	-$8.13K	0.01%	373
2023 Q3	$50K	Sell	1,489 -654	-31%	-$22.6K	0.01%	376
2023 Q2	$73.7K	Sell	2,143 -242	-10%	-$8.28K	0.02%	307
2023 Q1	$81.4K	Sell	2,385 -1,494	-39%	-$51.4K	0.02%	277
2022 Q4	$128K	Sell	3,879 -2,763	-42%	-$89.5K	0.04%	213
2022 Q3	$206K	Sell	6,642 -21	-0.3%	-$715	0.07%	154
2022 Q2	$232K	Sell	6,663 -830	-11%	-$30K	0.06%	149
2022 Q1	$290K	Sell	7,493 -822	-10%	-$33.1K	0.08%	141
2021 Q4	$345K	Buy	8,315 +3,640	+78%	+$156K	0.08%	127
2021 Q3	$199K	Sell	4,675 -4,842	-51%	-$210K	0.08%	89
2021 Q2	$433K	Sell	9,517 -6,233	-40%	-$279K	0.12%	73
2021 Q1	$690K	Sell	15,750 -57,025	-78%	-$2.55M	0.23%	42
2020 Q4	$3.07M	Buy	+72,775	New	+$2.89M	2.37%	6

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

Concord Wealth Partners's SPEM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 148 shares worth $7.66K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SPEM as recently as Q4 2025.

Concord Wealth Partners first reported a position in SPEM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.07M in Q4 2020. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Concord Wealth Partners held 148 shares of State Street SPDR Portfolio Emerging Markets ETF worth $7.66K as of Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #605 holding.
Concord Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.07M in Q4 2020.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.