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 Q3	$300K	Buy	5,789 +32	+0.6%	+$1.66K	﹤0.01%	959
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%	-$5.26K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Empirical Wealth Management's SPEM Position: Q3 2026 in Review

Empirical Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.56% in Q3 2026, buying an estimated $1.66K and bringing the position to 5,789 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Empirical Wealth Management first reported a position in SPEM in Q2 2020 and has held it in 26 quarters since. The position peaked at $613K in Q2 2021. 617 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Empirical Wealth Management held 5,789 shares of State Street SPDR Portfolio Emerging Markets ETF worth $300K as of Q3 2026.
Empirical Wealth Management bought 32 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $1.66K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #959 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 26 quarters since.
Empirical Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $613K in Q2 2021.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.