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

Delta 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 Q3	$8.09M	Buy	156,274 +2,290	+1%	+$119K	5.56%	5
2026 Q2	$7.97M	Buy	153,984 +19,078	+14%	+$976K	5.7%	5
2026 Q1	$6.33M	Buy	134,906 +10,119	+8%	+$493K	4.82%	7
2025 Q4	$5.84M	Buy	124,787 +4,197	+3%	+$198K	4.89%	6
2025 Q3	$5.64M	Buy	120,590 +2,997	+3%	+$133K	4.42%	8
2025 Q2	$5.03M	Sell	117,593 -2,504	-2%	-$101K	4.21%	8
2025 Q1	$4.73M	Buy	120,097 +9,570	+9%	+$375K	4.29%	9
2024 Q4	$4.24M	Sell	110,527 -7,314	-6%	-$294K	4%	9
2024 Q3	$4.86M	Buy	117,841 +38,470	+48%	+$1.48M	4.66%	8
2024 Q2	$2.99M	Sell	79,371 -4,015	-5%	-$150K	2.93%	13
2024 Q1	$3.02M	Buy	+83,386	New	+$2.93M	3.12%	12

Other funds holding SPEM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Delta Wealth Advisors's SPEM Position: Q3 2026 in Review

Delta Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.5% in Q3 2026, buying an estimated $119K and bringing the position to 156,274 shares worth $8.09M. The position accounts for 5.56% of the portfolio, ranked #5.

Delta Wealth Advisors first reported a position in SPEM in Q1 2024 and has held it in 11 quarters since. 351 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Delta Wealth Advisors held 156,274 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.09M as of Q3 2026.
Delta Wealth Advisors bought 2,290 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $119K.
State Street SPDR Portfolio Emerging Markets ETF made up 5.56% of Delta Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Delta Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 11 quarters since.
351 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.