Integrated Wealth Concepts
SPEM icon

Integrated Wealth Concepts’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Integrated Wealth Concepts’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 		$40.7M Sell
785,289
-5,523
-0.7% -$282K 0.27% 79
2026
Q1 		$37.1M Buy
790,812
+83,446
+12% +$4.07M 0.3% 65
2025
Q4 		$33.1M Buy
707,366
+475,236
+205% +$22.4M 0.39% 53
2025
Q3 		$10.9M Buy
232,130
+34,353
+17% +$1.53M 0.1% 198
2025
Q2 		$8.45M Buy
197,777
+63,082
+47% +$2.55M 0.08% 227
2025
Q1 		$5.3M Sell
134,695
-7,231
-5% -$284K 0.06% 300
2024
Q4 		$5.45M Buy
141,926
+10,027
+8% +$403K 0.06% 277
2024
Q3 		$5.44M Sell
131,899
-27,448
-17% -$1.05M 0.07% 268
2024
Q2 		$6M Sell
159,347
-88,895
-36% -$3.31M 0.08% 229
2024
Q1 		$8.98M Sell
248,242
-9,807
-4% -$345K 0.13% 170
2023
Q4 		$9.14M Buy
258,049
+100,240
+64% +$3.41M 0.15% 155
2023
Q3 		$5.3M Buy
157,809
+19,493
+14% +$674K 0.09% 216
2023
Q2 		$4.76M Buy
138,316
+4,723
+4% +$161K 0.08% 237
2023
Q1 		$4.56M Buy
133,593
+45,543
+52% +$1.57M 0.09% 210
2022
Q4 		$2.9M Buy
88,050
+2,443
+3% +$79.1K 0.08% 235
2022
Q3 		$2.66M Buy
85,607
+14,752
+21% +$502K 0.08% 223
2022
Q2 		$2.46M Sell
70,855
-5,973
-8% -$216K 0.08% 237
2022
Q1 		$2.97M Buy
76,828
+6,965
+10% +$281K 0.09% 195
2021
Q4 		$2.9M Buy
69,863
+9,919
+17% +$424K 0.09% 201
2021
Q3 		$2.55M Buy
59,944
+12,094
+25% +$525K 0.08% 202
2021
Q2 		$2.18M Buy
47,850
+18,927
+65% +$847K 0.08% 208
2021
Q1 		$1.27M Buy
28,923
+9,970
+53% +$446K 0.05% 259
2020
Q4 		$799K Buy
18,953
+13,345
+238% +$530K 0.04% 291
2020
Q3 		$205K Sell
5,608
-1,422
-20% -$51.9K 0.01% 540
2020
Q2 		$235K Buy
+7,030
New +$220K 0.02% 447

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Integrated Wealth Concepts's SPEM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.7% in Q2 2026, selling an estimated $282K and leaving 785,289 shares worth $40.7M. The position accounts for 0.27% of the portfolio, ranked #79.

Integrated Wealth Concepts first reported a position in SPEM in Q2 2020 and has held it in 25 quarters since. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Integrated Wealth Concepts held 785,289 shares of State Street SPDR Portfolio Emerging Markets ETF worth $40.7M as of Q2 2026.
  • Integrated Wealth Concepts sold 5,523 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $282K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.27% of Integrated Wealth Concepts's portfolio in Q2 2026, its #79 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.