Focus Partners Wealth
SPEM icon

Focus Partners Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Focus Partners Wealth’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
Q1 		$99.7M Buy
2,216,474
+6,594
+0.3% +$321K 0.11% 186
2025
Q4 		$103M Buy
2,209,880
+130,182
+6% +$6.13M 0.12% 180
2025
Q3 		$97.4M Sell
2,079,698
-74,541
-3% -$3.31M 0.16% 134
2025
Q2 		$92.1M Buy
2,154,239
+27,339
+1% +$1.1M 0.2% 110
2025
Q1 		$83.7M Buy
2,126,900
+265,250
+14% +$10.4M 0.21% 105
2024
Q4 		$71.4M Buy
1,861,650
+456,746
+33% +$18.4M 0.19% 113
2024
Q3 		$58M Buy
1,404,904
+130,962
+10% +$5.02M 0.19% 115
2024
Q2 		$48M Buy
1,273,942
+172,754
+16% +$6.43M 0.16% 139
2024
Q1 		$39.9M Buy
1,101,188
+182,487
+20% +$6.42M 0.32% 73
2023
Q4 		$32.5M Buy
+918,701
New +$31.2M 0.43% 56

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM