Independent Advisor Alliance’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Independent Advisor Alliance’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	$5.2M	Sell	100,402 -486,977	-83%	-$24.9M	0.12%	123
2026 Q1	$27.6M	Buy	587,379 +492,627	+520%	+$24M	0.3%	68
2025 Q4	$4.44M	Buy	94,752 +17,536	+23%	+$825K	0.11%	152
2025 Q3	$3.61M	Buy	77,216 +3,315	+4%	+$147K	0.09%	183
2025 Q2	$3.16M	Buy	73,901 +15,136	+26%	+$611K	0.09%	197
2025 Q1	$2.31M	Sell	58,765 -269,427	-82%	-$10.6M	0.08%	230
2024 Q4	$12.6M	Buy	328,192 +323,110	+6,358%	+$13M	0.17%	136
2024 Q3	$210K	Buy	+5,082	New	+$195K	0.01%	650

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

Independent Advisor Alliance's SPEM Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 83% in Q2 2026, selling an estimated $24.9M and leaving 100,402 shares worth $5.2M. The position accounts for 0.12% of the portfolio, ranked #123.

Independent Advisor Alliance first reported a position in SPEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.6M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Independent Advisor Alliance held 100,402 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.2M as of Q2 2026.
Independent Advisor Alliance sold 486,977 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $24.9M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.12% of Independent Advisor Alliance's portfolio in Q2 2026, its #123 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
Independent Advisor Alliance's State Street SPDR Portfolio Emerging Markets ETF position peaked at $27.6M in Q1 2026.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.