IWM
SPEM icon

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
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

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