IWN
SPEM icon

Independent Wealth Network’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Independent Wealth Network’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 		$1.55M Buy
29,970
+1,434
+5% +$73.3K 0.39% 62
2026
Q1 		$1.34M Buy
28,536
+9,390
+49% +$457K 0.4% 66
2025
Q4 		$896K Buy
19,146
+1,452
+8% +$68.4K 0.27% 94
2025
Q3 		$828K Buy
17,694
+1,456
+9% +$64.7K 0.27% 94
2025
Q2 		$694K Buy
16,238
+14
+0.1% +$565 0.25% 98
2025
Q1 		$639K Buy
16,224
+828
+5% +$32.5K 0.25% 97
2024
Q4 		$591K Buy
15,396
+2,020
+15% +$81.2K 0.24% 104
2024
Q3 		$552K Buy
13,376
+36
+0.3% +$1.38K 0.24% 111
2024
Q2 		$503K Buy
13,340
+161
+1% +$6K 0.23% 113
2024
Q1 		$477K Buy
13,179
+869
+7% +$30.6K 0.22% 119
2023
Q4 		$436K Sell
12,310
-937
-7% -$31.9K 0.23% 115
2023
Q3 		$445K Sell
13,247
-291
-2% -$10.1K 0.27% 95
2023
Q2 		$465K Buy
13,538
+4,889
+57% +$167K 0.28% 93
2023
Q1 		$295K Buy
8,649
+313
+4% +$10.8K 0.19% 136
2022
Q4 		$275K Buy
8,336
+423
+5% +$13.7K 0.19% 134
2022
Q3 		$246K Sell
7,913
-22
-0.3% -$749 0.19% 139
2022
Q2 		$276K Buy
+7,935
New +$287K 0.2% 130

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
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Independent Wealth Network's SPEM Position: Q2 2026 in Review

Independent Wealth Network increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5% in Q2 2026, buying an estimated $73.3K and bringing the position to 29,970 shares worth $1.55M. The position accounts for 0.39% of the portfolio, ranked #62.

Independent Wealth Network first reported a position in SPEM in Q2 2022 and has held it in 17 quarters since. 297 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Independent Wealth Network held 29,970 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.55M as of Q2 2026.
  • Independent Wealth Network bought 1,434 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $73.3K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.39% of Independent Wealth Network's portfolio in Q2 2026, its #62 holding.
  • Independent Wealth Network first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.