Elwood & Goetz Wealth Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 Q1	$2.81M	Buy	59,973 +33	+0.1%	+$1.61K	0.48%	26
2025 Q4	$2.81M	Buy	59,940 +1,787	+3%	+$84.1K	0.49%	27
2025 Q3	$2.72M	Sell	58,153 -294	-0.5%	-$13.1K	0.52%	25
2025 Q2	$2.5M	Buy	58,447 +733	+1%	+$29.6K	0.54%	25
2025 Q1	$2.27M	Buy	57,714 +5,748	+11%	+$225K	0.56%	23
2024 Q4	$1.99M	Buy	51,966 +1,333	+3%	+$53.6K	0.49%	23
2024 Q3	$2.09M	Sell	50,633 -172	-0.3%	-$6.6K	0.52%	22
2024 Q2	$1.91M	Sell	50,805 -8,068	-14%	-$300K	0.54%	21
2024 Q1	$2.13M	Sell	58,873 -1,949	-3%	-$68.6K	0.52%	25
2023 Q4	$2.15M	Sell	60,822 -2,711	-4%	-$92.2K	0.46%	29
2023 Q3	$2.13M	Buy	63,533 +32,033	+102%	+$1.11M	0.49%	27
2023 Q2	$1.08M	Sell	31,500 -340	-1%	-$11.6K	0.25%	35
2023 Q1	$1.09M	Sell	31,840 -6,364	-17%	-$219K	0.26%	34
2022 Q4	$1.26M	Sell	38,204 -15,457	-29%	-$501K	0.38%	29
2022 Q3	$1.67M	Buy	53,661 +11,442	+27%	+$389K	0.56%	28
2022 Q2	$1.47M	Buy	+42,219	New	+$1.52M	0.49%	27

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Elwood & Goetz Wealth Advisory Group's SPEM Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.06% in Q1 2026, buying an estimated $1.61K and bringing the position to 59,973 shares worth $2.81M. The position accounts for 0.48% of the portfolio, ranked #26.

Elwood & Goetz Wealth Advisory Group first reported a position in SPEM in Q2 2022 and has held it in 16 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 59,973 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.81M as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 33 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.61K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.48% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #26 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 16 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.