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

Evolution 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	$521K	Buy	10,068 +611	+6%	+$31.2K	0.31%	60
2026 Q1	$444K	Buy	9,457 +5	+0.1%	+$244	0.32%	54
2025 Q4	$442K	Buy	9,452 +5,766	+156%	+$271K	0.37%	50
2025 Q3	$173K	Hold	3,686	–	–	0.18%	100
2025 Q2	$158K	Buy	+3,686	New	+$149K	0.19%	91

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

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

Evolution Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.5% in Q2 2026, buying an estimated $31.2K and bringing the position to 10,068 shares worth $521K. The position accounts for 0.31% of the portfolio, ranked #60.

Evolution Wealth Management first reported a position in SPEM in Q2 2025 and has held it in 5 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Evolution Wealth Management held 10,068 shares of State Street SPDR Portfolio Emerging Markets ETF worth $521K as of Q2 2026.
Evolution Wealth Management bought 611 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $31.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.31% of Evolution Wealth Management's portfolio in Q2 2026, its #60 holding.
Evolution Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.