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

Gilpin 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 		$317K Sell
6,120
-200
-3% -$10.4K 0.21% 102
2026
Q2 		$327K Hold
6,320
– – 0.23% 101
2026
Q1 		$296K Sell
6,320
-300
-5% -$14.6K 0.23% 93
2025
Q4 		$310K Buy
+6,620
New +$312K 0.25% 89

Other funds holding SPEM

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

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

Gilpin Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.2% in Q3 2026, selling an estimated $10.4K and leaving 6,120 shares worth $317K. The position accounts for 0.21% of the portfolio, ranked #102.

Gilpin Wealth Management first reported a position in SPEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $327K in Q2 2026. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Gilpin Wealth Management held 6,120 shares of State Street SPDR Portfolio Emerging Markets ETF worth $317K as of Q3 2026.
  • Gilpin Wealth Management sold 200 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $10.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.21% of Gilpin Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Gilpin Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $327K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.