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

Fonville 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 		$8.28M Buy
159,842
+4,577
+3% +$234K 1.35% 26
2026
Q1 		$7.28M Buy
155,265
+2,193
+1% +$107K 1.39% 26
2025
Q4 		$7.17M Buy
153,072
+7,905
+5% +$372K 1.47% 25
2025
Q3 		$6.8M Buy
145,167
+10,108
+7% +$449K 1.53% 23
2025
Q2 		$5.77M Buy
135,059
+10,652
+9% +$430K 1.46% 23
2025
Q1 		$4.89M Buy
124,407
+10,735
+9% +$421K 1.44% 23
2024
Q4 		$4.36M Buy
113,672
+4,075
+4% +$164K 1.44% 24
2024
Q3 		$4.52M Buy
109,597
+13,602
+14% +$522K 1.56% 24
2024
Q2 		$3.62M Buy
95,995
+12,975
+16% +$483K 1.43% 24
2024
Q1 		$3M Buy
83,020
+13,947
+20% +$491K 1.33% 28
2023
Q4 		$2.45M Buy
+69,073
New +$2.35M 1.3% 28

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Fonville Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.9% in Q2 2026, buying an estimated $234K and bringing the position to 159,842 shares worth $8.28M. The position accounts for 1.35% of the portfolio, ranked #26.

Fonville Wealth Management first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Fonville Wealth Management held 159,842 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.28M as of Q2 2026.
  • Fonville Wealth Management bought 4,577 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $234K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.35% of Fonville Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Fonville Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.