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 Q3	$1.2M	Sell	23,260 -6,710	-22%	-$348K	0.3%	93
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Independent Wealth Network's SPEM Position: Q3 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 22% in Q3 2026, selling an estimated $348K and leaving 23,260 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #93.

Independent Wealth Network first reported a position in SPEM in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.55M in Q2 2026. 635 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Independent Wealth Network held 23,260 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.2M as of Q3 2026.
Independent Wealth Network sold 6,710 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $348K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.3% of Independent Wealth Network's portfolio in Q3 2026, its #93 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 18 quarters since.
Independent Wealth Network's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.55M in Q2 2026.
635 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.