Great Point Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Great Point Wealth Advisors’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	$4.5M	Sell	86,911 -4,891	-5%	-$250K	0.73%	25
2026 Q1	$4.31M	Sell	91,802 -872	-0.9%	-$42.5K	0.8%	23
2025 Q4	$4.34M	Sell	92,674 -220	-0.2%	-$10.4K	0.79%	25
2025 Q3	$4.35M	Buy	+92,894	New	+$4.13M	0.82%	25
2025 Q1	$4.03M	Sell	102,242 -458	-0.4%	-$18K	0.87%	23
2024 Q4	$3.94M	Sell	102,700 -713	-0.7%	-$28.7K	0.86%	23
2024 Q3	$4.27M	Sell	103,413 -394	-0.4%	-$15.1K	0.91%	24
2024 Q2	$3.91M	Sell	103,807 -4,321	-4%	-$161K	0.89%	25
2024 Q1	$3.91M	Sell	108,128 -2,188	-2%	-$77K	0.91%	24
2023 Q4	$3.91M	Sell	110,316 -337	-0.3%	-$11.5K	1.02%	26
2023 Q3	$3.71M	Sell	110,653 -2,707	-2%	-$93.6K	1.11%	27
2023 Q2	$3.9M	Sell	113,360 -330	-0.3%	-$11.3K	1.17%	27
2023 Q1	$3.88M	Sell	113,690 -172	-0.2%	-$5.92K	1.23%	26
2022 Q4	$3.75M	Sell	113,862 -33	-0%	-$1.07K	1.26%	25
2022 Q3	$3.54M	Sell	113,895 -816	-0.7%	-$27.8K	1.32%	24
2022 Q2	$3.99M	Sell	114,711 -40,312	-26%	-$1.46M	1.41%	22
2022 Q1	$5.99M	Sell	155,023 -3,271	-2%	-$132K	1.87%	16
2021 Q4	$6.57M	Sell	158,294 -2,226	-1%	-$95.2K	2.01%	15
2021 Q3	$6.83M	Sell	160,520 -337	-0.2%	-$14.6K	2.35%	15
2021 Q2	$7.32M	Sell	160,857 -80,888	-33%	-$3.62M	2.55%	14
2021 Q1	$10.6M	Buy	241,745 +30,126	+14%	+$1.35M	4.05%	10
2020 Q4	$8.92M	Buy	211,619 +9,810	+5%	+$389K	3.83%	13
2020 Q3	$6.75M	Hold	201,809	–	–	3.48%	10
2020 Q2	$6.75M	Buy	201,809 +10,749	+6%	+$336K	3.48%	10
2020 Q1	$5.44M	Sell	191,060 -17,984	-9%	-$618K	4.54%	9
2019 Q4	$7.86M	Buy	209,044 +31,782	+18%	+$1.15M	4.86%	6
2019 Q3	$6.08M	Buy	177,262 +22,732	+15%	+$789K	4.14%	8
2019 Q2	$5.53M	Buy	154,530 +13,015	+9%	+$461K	4.47%	7
2019 Q1	$5.06M	Buy	141,515 +12,419	+10%	+$432K	4.3%	8
2018 Q4	$4.18M	Buy	+129,096	New	+$4.26M	3.95%	8

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

Great Point Wealth Advisors's SPEM Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.3% in Q2 2026, selling an estimated $250K and leaving 86,911 shares worth $4.5M. The position accounts for 0.73% of the portfolio, ranked #25.

Great Point Wealth Advisors first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.6M in Q1 2021. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Great Point Wealth Advisors held 86,911 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.5M as of Q2 2026.
Great Point Wealth Advisors sold 4,891 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $250K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.73% of Great Point Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Great Point Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
Great Point Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10.6M in Q1 2021.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.