HWM
SPEM icon

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

HighMark 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
Q1 		$703K Sell
14,992
-787
-5% -$38.3K 0.29% 44
2025
Q4 		$739K Buy
15,779
+79
+0.5% +$3.72K 0.3% 44
2025
Q3 		$735K Sell
15,700
-2,920
-16% -$130K 0.32% 42
2025
Q2 		$796K Sell
18,620
-310
-2% -$12.5K 0.39% 35
2025
Q1 		$745K Sell
18,930
-2,065
-10% -$81K 0.44% 24
2024
Q4 		$806K Sell
20,995
-161
-0.8% -$6.47K 0.46% 26
2024
Q3 		$873K Sell
21,156
-1,447
-6% -$55.5K 0.48% 27
2024
Q2 		$851K Sell
22,603
-397
-2% -$14.8K 0.51% 25
2024
Q1 		$832K Sell
23,000
-299
-1% -$10.5K 0.52% 22
2023
Q4 		$825K Buy
23,299
+234
+1% +$7.96K 0.61% 19
2023
Q3 		$774K Sell
23,065
-10,018
-30% -$346K 0.64% 19
2023
Q2 		$1.14M Buy
33,083
+304
+0.9% +$10.4K 0.85% 17
2023
Q1 		$1.12M Sell
32,779
-312,738
-91% -$10.8M 0.87% 18
2022
Q4 		$11.4M Buy
345,517
+7,919
+2% +$257K 8.58% 3
2022
Q3 		$10.4M Buy
337,598
+22,741
+7% +$774K 8.87% 3
2022
Q2 		$10.9M Sell
314,857
-10,525
-3% -$380K 8.76% 3
2022
Q1 		$12.6M Buy
325,382
+13,349
+4% +$538K 8.41% 3
2021
Q4 		$12.9M Buy
312,033
+21,320
+7% +$912K 8.21% 3
2021
Q3 		$12.4M Buy
290,713
+11,625
+4% +$505K 9.1% 3
2021
Q2 		$12.7M Buy
279,088
+9,545
+4% +$427K 9.33% 3
2021
Q1 		$11.8M Buy
269,543
+4,072
+2% +$182K 9.4% 3
2020
Q4 		$11.2M Buy
265,471
+5,177
+2% +$205K 9.61% 3
2020
Q3 		$9.52M Sell
260,294
-2,406
-0.9% -$87.8K 8.57% 3
2020
Q2 		$8.79M Buy
262,700
+6,060
+2% +$190K 9.65% 3
2020
Q1 		$7.3M Buy
256,640
+19,532
+8% +$672K 8.81% 4
2019
Q4 		$8.91M Buy
+237,108
New +$8.54M 9.51% 3

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

HighMark Wealth Management's SPEM Position: Q1 2026 in Review

HighMark Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5% in Q1 2026, selling an estimated $38.3K and leaving 14,992 shares worth $703K. The position accounts for 0.29% of the portfolio, ranked #44.

HighMark Wealth Management first reported a position in SPEM in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.9M in Q4 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • HighMark Wealth Management held 14,992 shares of State Street SPDR Portfolio Emerging Markets ETF worth $703K as of Q1 2026.
  • HighMark Wealth Management sold 787 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $38.3K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.29% of HighMark Wealth Management's portfolio in Q1 2026, its #44 holding.
  • HighMark Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $12.9M in Q4 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.