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 Q2	$2.92M	Sell	56,328 -3,645	-6%	-$186K	0.43%	28
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 $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

Elwood & Goetz Wealth Advisory Group's SPEM Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.1% in Q2 2026, selling an estimated $186K and leaving 56,328 shares worth $2.92M. The position accounts for 0.43% of the portfolio, ranked #28.

Elwood & Goetz Wealth Advisory Group first reported a position in SPEM in Q2 2022 and has held it in 17 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 56,328 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.92M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 3,645 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $186K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.43% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #28 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 17 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.