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

Davis Wealth Advisors’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 		$350K Sell
6,754
-1,406
-17% -$71.9K 0.27% 58
2026
Q1 		$383K Sell
8,160
-2
-0% -$97 0.32% 53
2025
Q4 		$382K Buy
+8,162
New +$384K 0.32% 50

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

Davis Wealth Advisors's SPEM Position: Q2 2026 in Review

Davis Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 17% in Q2 2026, selling an estimated $71.9K and leaving 6,754 shares worth $350K. The position accounts for 0.27% of the portfolio, ranked #58.

Davis Wealth Advisors first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $383K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Davis Wealth Advisors held 6,754 shares of State Street SPDR Portfolio Emerging Markets ETF worth $350K as of Q2 2026.
  • Davis Wealth Advisors sold 1,406 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $71.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.27% of Davis Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Davis Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Davis Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $383K in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.