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

Dogwood 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	$52	Hold	1	–	–	﹤0.01%	844
2026 Q1	$47	Hold	1	–	–	﹤0.01%	848
2025 Q4	$47	Hold	1	–	–	﹤0.01%	730
2025 Q3	$47	Hold	1	–	–	﹤0.01%	734
2025 Q2	$43	Hold	1	–	–	﹤0.01%	681
2025 Q1	$39	Sell	1 -248	-100%	-$9.73K	﹤0.01%	523
2024 Q4	$9.55K	Sell	249 -1,067	-81%	-$42.9K	0.01%	188
2024 Q3	$54.3K	Sell	1,316 -18	-1%	-$690	0.03%	111
2024 Q2	$50.2K	Sell	1,334 -2,474	-65%	-$92.1K	0.03%	114
2024 Q1	$138K	Sell	3,808 -2,323	-38%	-$81.7K	0.09%	87
2023 Q4	$217K	Buy	+6,131	New	+$209K	0.17%	76

Other funds holding SPEM

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return