PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$51.8K	Buy	1,000 +5	+0.5%	+$256	0.01%	318
2026 Q1	$46.7K	Hold	995	–	–	0.01%	305
2025 Q4	$46.6K	Buy	995 +9	+0.9%	+$424	0.01%	308
2025 Q3	$46.2K	Hold	986	–	–	0.01%	280
2025 Q2	$42.2K	Buy	986 +512	+108%	+$20.7K	0.01%	279
2025 Q1	$18.7K	Hold	474	–	–	0.01%	333
2024 Q4	$18.2K	Hold	474	–	–	0.01%	341
2024 Q3	$19.6K	Hold	474	–	–	0.01%	274
2024 Q2	$17.9K	Hold	474	–	–	0.01%	257
2024 Q1	$17.2K	Hold	474	–	–	0.01%	252
2023 Q4	$16.8K	Buy	+474	New	+$16.1K	0.01%	231

Other funds holding SPEM

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

EPM

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPEM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.5% in Q2 2026, buying an estimated $256 and bringing the position to 1,000 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #318.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. 697 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,000 shares of State Street SPDR Portfolio Emerging Markets ETF worth $51.8K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 5 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $256.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #318 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
697 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.