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

Copia 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 		$179K Hold
3,464
– – 0.11% 121
2026
Q1 		$162K Hold
3,464
– – 0.11% 118
2025
Q4 		$162K Hold
3,464
– – 0.12% 115
2025
Q3 		$162K Sell
3,464
-155
-4% -$6.89K 0.12% 109
2025
Q2 		$155K Hold
3,619
– – 0.13% 103
2025
Q1 		$142K Sell
3,619
-186
-5% -$7.29K 0.13% 104
2024
Q4 		$146K Buy
+3,805
New +$153K 0.14% 94

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Copia Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 3,464 shares worth $179K. The position accounts for 0.11% of the portfolio, ranked #121.

Copia Wealth Management first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Copia Wealth Management held 3,464 shares of State Street SPDR Portfolio Emerging Markets ETF worth $179K as of Q2 2026.
  • Copia Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.11% of Copia Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Copia Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.