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

Hassell 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 		$1.21M Hold
23,662
– – 0.37% 22
2026
Q1 		$1.11M Buy
23,662
+366
+2% +$17.8K 0.37% 22
2025
Q4 		$1.13M Buy
23,296
+587
+3% +$27.6K 0.38% 21
2025
Q3 		$1.06M Hold
22,709
– – 0.37% 21
2025
Q2 		$1M Buy
22,709
+340
+2% +$13.7K 0.37% 21
2025
Q1 		$846K Buy
22,369
+334
+2% +$13.1K 0.36% 21
2024
Q4 		$849K Buy
22,035
+459
+2% +$18.5K 0.34% 21
2024
Q3 		$868K Buy
21,576
+723
+3% +$27.7K 0.36% 20
2024
Q2 		$781K Buy
20,853
+144
+0.7% +$5.36K 0.35% 20
2024
Q1 		$745K Hold
20,709
– – 0.47% 18
2023
Q4 		$710K Sell
20,709
-1,377
-6% -$46.8K 0.48% 15
2023
Q3 		$716K Buy
+22,086
New +$763K 0.52% 16

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Hassell Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 23,662 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #22.

Hassell Wealth Management first reported a position in SPEM in Q3 2023 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Hassell Wealth Management held 23,662 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.21M as of Q2 2026.
  • Hassell Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.37% of Hassell Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Hassell Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

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