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

Empirical 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	$298K	Sell	5,757 -1,399	-20%	-$71.6K	﹤0.01%	867
2026 Q1	$336K	Sell	7,156 -376	-5%	-$18.3K	0.01%	752
2025 Q4	$353K	Sell	7,532 -1,059	-12%	-$49.9K	0.01%	637
2025 Q3	$402K	Hold	8,591	–	–	0.01%	529
2025 Q2	$367K	Sell	8,591 -3,000	-26%	-$121K	0.01%	481
2025 Q1	$456K	Sell	11,591 -134	-1%	-$5.25K	0.01%	422
2024 Q4	$450K	Buy	11,725 +533	+5%	+$21.4K	0.01%	404
2024 Q3	$462K	Sell	11,192 -277	-2%	-$10.6K	0.01%	383
2024 Q2	$432K	Hold	11,469	–	–	0.01%	392
2024 Q1	$415K	Sell	11,469 -1,116	-9%	-$39.3K	0.01%	373
2023 Q4	$446K	Sell	12,585 -89	-0.7%	-$3.03K	0.01%	339
2023 Q3	$425K	Buy	12,674 +5	+0%	+$173	0.02%	324
2023 Q2	$436K	Buy	12,669 +715	+6%	+$24.4K	0.02%	333
2023 Q1	$408K	Sell	11,954 -564	-5%	-$19.4K	0.02%	354
2022 Q4	$413K	Sell	12,518 -55	-0.4%	-$1.78K	0.02%	335
2022 Q3	$390K	Sell	12,573 -392	-3%	-$13.3K	0.02%	336
2022 Q2	$451K	Sell	12,965 -1,735	-12%	-$62.7K	0.02%	316
2022 Q1	$568K	Buy	14,700 +1,735	+13%	+$69.9K	0.03%	309
2021 Q4	$538K	Sell	12,965 -248	-2%	-$10.6K	0.03%	331
2021 Q3	$562K	Sell	13,213 -252	-2%	-$10.9K	0.03%	279
2021 Q2	$613K	Hold	13,465	–	–	0.04%	261
2021 Q1	$589K	Buy	13,465 +505	+4%	+$22.6K	0.05%	228
2020 Q4	$546K	Buy	12,960 +760	+6%	+$30.2K	0.04%	238
2020 Q3	$446K	Hold	12,200	–	–	0.04%	227
2020 Q2	$408K	Buy	+12,200	New	+$382K	0.04%	239

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Empirical Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q2 2026, selling an estimated $71.6K and leaving 5,757 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Empirical Wealth Management first reported a position in SPEM in Q2 2020 and has held it in 25 quarters since. The position peaked at $613K in Q2 2021. 484 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Empirical Wealth Management held 5,757 shares of State Street SPDR Portfolio Emerging Markets ETF worth $298K as of Q2 2026.
Empirical Wealth Management sold 1,399 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $71.6K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #867 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
Empirical Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $613K in Q2 2021.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.