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

Defined 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	$1.62M	Buy	31,301 +27	+0.1%	+$1.38K	0.83%	33
2026 Q1	$1.47M	Sell	31,274 -69	-0.2%	-$3.36K	0.86%	28
2025 Q4	$1.47M	Sell	31,343 -98	-0.3%	-$4.61K	0.85%	30
2025 Q3	$1.47M	Buy	31,441 +291	+0.9%	+$12.9K	0.85%	31
2025 Q2	$1.33M	Buy	31,150 +5	+0%	+$202	0.82%	29
2025 Q1	$1.23M	Sell	31,145 -3	-0%	-$118	0.82%	34
2024 Q4	$1.2M	Sell	31,148 -227	-0.7%	-$9.13K	0.79%	37
2024 Q3	$1.3M	Sell	31,375 -17	-0.1%	-$652	0.84%	34
2024 Q2	$1.18M	Sell	31,392 -29	-0.1%	-$1.08K	0.82%	34
2024 Q1	$1.14M	Buy	31,421 +3	+0%	+$106	0.82%	35
2023 Q4	$1.11M	Buy	31,418 +353	+1%	+$12K	0.85%	34
2023 Q3	$1.04M	Buy	31,065 +641	+2%	+$22.2K	0.89%	35
2023 Q2	$1.05M	Buy	30,424 +1,665	+6%	+$56.9K	0.88%	34
2023 Q1	$982K	Buy	28,759 +1,328	+5%	+$45.7K	0.92%	30
2022 Q4	$904K	Sell	27,431 -37,631	-58%	-$1.22M	0.85%	31
2022 Q3	$2.02M	Buy	65,062 +179	+0.3%	+$6.09K	2.2%	12
2022 Q2	$2.26M	Sell	64,883 -313	-0.5%	-$11.3K	2.31%	12
2022 Q1	$2.52M	Buy	65,196 +3,351	+5%	+$135K	2.21%	12
2021 Q4	$2.57M	Buy	61,845 +4,850	+9%	+$207K	2.1%	14
2021 Q3	$2.42M	Buy	56,995 +2,364	+4%	+$103K	2.15%	14
2021 Q2	$2.49M	Sell	54,631 -500	-0.9%	-$22.4K	2.21%	14
2021 Q1	$2.41M	Buy	55,131 +29,049	+111%	+$1.3M	2.29%	13
2020 Q4	$1.1M	Buy	+26,082	New	+$1.04M	1.09%	23

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

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

Defined Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.09% in Q2 2026, buying an estimated $1.38K and bringing the position to 31,301 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #33.

Defined Wealth Management first reported a position in SPEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.57M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Defined Wealth Management held 31,301 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.62M as of Q2 2026.
Defined Wealth Management bought 27 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.38K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.83% of Defined Wealth Management's portfolio in Q2 2026, its #33 holding.
Defined Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Defined Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.57M in Q4 2021.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.