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

Golden State 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	$260K	Sell	5,015 -4,298	-46%	-$220K	0.02%	376
2026 Q1	$437K	Sell	9,313 -1,402	-13%	-$68.3K	0.05%	271
2025 Q4	$502K	Buy	10,715 +2,394	+29%	+$113K	0.05%	252
2025 Q3	$390K	Buy	8,321 +2,417	+41%	+$107K	0.04%	283
2025 Q2	$252K	Sell	5,904 -1,229	-17%	-$49.6K	0.03%	327
2025 Q1	$281K	Buy	7,133 +2,839	+66%	+$111K	0.04%	299
2024 Q4	$165K	Buy	+4,294	New	+$173K	0.02%	354
2022 Q1	$697K	Buy	+18,031	New	+$726K	0.14%	143
2020 Q4	–	Sell	-3,014	Closed	-$110K	–	392
2020 Q3	$110K	Buy	+3,014	New	+$110K	0.04%	245
2020 Q2	–	Sell	-3,012	Closed	-$86K	–	818
2020 Q1	$86K	Buy	+3,012	New	+$104K	0.04%	272
2019 Q4	–	Sell	-2,916	Closed	-$100K	–	792
2019 Q3	$100K	Buy	2,916 +1,338	+85%	+$46.4K	0.03%	313
2019 Q2	$56K	Sell	1,578 -42	-3%	-$1.49K	0.02%	429
2019 Q1	$58K	Buy	+1,620	New	+$56.4K	0.02%	409

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

Golden State Wealth Management's SPEM Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 46% in Q2 2026, selling an estimated $220K and leaving 5,015 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #376.

Golden State Wealth Management first reported a position in SPEM in Q1 2019 and has held it in 13 quarters since. The position peaked at $697K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Golden State Wealth Management held 5,015 shares of State Street SPDR Portfolio Emerging Markets ETF worth $260K as of Q2 2026.
Golden State Wealth Management sold 4,298 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $220K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #376 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $697K in Q1 2022.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.