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

Iams 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	$231K	Sell	4,453 -334	-7%	-$17.3K	0.07%	175
2026 Q2	$248K	Sell	4,787 -16,281	-77%	-$833K	0.07%	174
2026 Q1	$988K	Sell	21,068 -555	-3%	-$27K	0.34%	88
2025 Q4	$1.01M	Sell	21,623 -3,149	-13%	-$148K	0.37%	88
2025 Q3	$1.16M	Buy	24,772 +4,250	+21%	+$189K	0.47%	67
2025 Q2	$877K	Sell	20,522 -9,079	-31%	-$366K	0.4%	74
2025 Q1	$1.17M	Sell	29,601 -257	-0.9%	-$10.1K	0.53%	65
2024 Q4	$1.15M	Buy	29,858 +330	+1%	+$13.3K	0.52%	59
2024 Q3	$1.22M	Buy	29,528 +11,013	+59%	+$422K	0.6%	57
2024 Q2	$697K	Buy	18,515 +10,762	+139%	+$401K	0.38%	74
2024 Q1	$274K	Buy	+7,753	New	+$273K	0.17%	102

Other funds holding SPEM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

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

Iams Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7% in Q3 2026, selling an estimated $17.3K and leaving 4,453 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #175.

Iams Wealth Management first reported a position in SPEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Iams Wealth Management held 4,453 shares of State Street SPDR Portfolio Emerging Markets ETF worth $231K as of Q3 2026.
Iams Wealth Management sold 334 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $17.3K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of Iams Wealth Management's portfolio in Q3 2026, its #175 holding.
Iams Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 11 quarters since.
Iams Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.22M in Q3 2024.
321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.