IWMA
SPEM icon

Ironwood Wealth Management (Arizona)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$3.22M Sell
62,107
-2,751
-4% -$141K 0.71% 19
2026
Q1 		$3.04M Sell
64,858
-3,045
-4% -$148K 0.87% 14
2025
Q4 		$3.18M Sell
67,903
-645
-0.9% -$30.4K 0.93% 13
2025
Q3 		$3.21M Sell
68,548
-5,545
-7% -$247K 1.08% 13
2025
Q2 		$3.17M Sell
74,093
-23,901
-24% -$964K 1.16% 13
2025
Q1 		$3.86M Sell
97,994
-4,904
-5% -$192K 1.18% 14
2024
Q4 		$3.95M Sell
102,898
-1,194
-1% -$48K 1.22% 14
2024
Q3 		$4.3M Sell
104,092
-913
-0.9% -$35K 1.29% 13
2024
Q2 		$3.96M Sell
105,005
-3,829
-4% -$143K 1.29% 13
2024
Q1 		$3.94M Sell
108,834
-2,047
-2% -$72K 1.28% 14
2023
Q4 		$3.93M Buy
110,881
+3,866
+4% +$131K 1.31% 14
2023
Q3 		$3.59M Sell
107,015
-4,612
-4% -$159K 1.47% 16
2023
Q2 		$3.84M Buy
111,627
+159
+0.1% +$5.44K 1.43% 16
2023
Q1 		$3.8M Sell
111,468
-10,492
-9% -$361K 1.5% 16
2022
Q4 		$4.02M Buy
121,960
+2,228
+2% +$72.2K 1.68% 16
2022
Q3 		$4.16M Hold
119,732
– – 1.86% 12
2022
Q2 		$4.16M Sell
119,732
-30,290
-20% -$1.09M 1.86% 12
2022
Q1 		$5.8M Buy
150,022
+110,364
+278% +$4.45M 2.38% 11
2021
Q4 		$1.65M Buy
39,658
+435
+1% +$18.6K 0.72% 14
2021
Q3 		$1.67M Sell
39,223
-971
-2% -$42.2K 0.79% 14
2021
Q2 		$1.84M Sell
40,194
-2,126
-5% -$95.2K 1.06% 13
2021
Q1 		$1.85M Sell
42,320
-7,256
-15% -$324K 1.19% 12
2020
Q4 		$2.09M Sell
49,576
-1,940
-4% -$77K 1.3% 15
2020
Q3 		$1.72M Hold
51,516
– – 1.28% 14
2020
Q2 		$1.72M Buy
51,516
+951
+2% +$29.7K 1.28% 14
2020
Q1 		$1.44M Buy
50,565
+18,720
+59% +$644K 1.21% 17
2019
Q4 		$1.2M Sell
31,845
-1,063
-3% -$38.3K 0.84% 16
2019
Q3 		$1.13M Buy
32,908
+26,643
+425% +$924K 0.84% 16
2019
Q2 		$224K Sell
6,265
-59
-0.9% -$2.09K 0.17% 31
2019
Q1 		$226K Sell
6,324
-30
-0.5% -$1.04K 0.19% 32
2018
Q4 		$206K Buy
6,354
+6,310
+14,341% +$208K 0.2% 30
2018
Q3 		$2K Buy
44
+34
+340% +$1.2K ﹤0.01% 57
2018
Q2 		$0 Buy
+10
New +$376 ﹤0.01% 58

Other funds holding SPEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SPEM Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.2% in Q2 2026, selling an estimated $141K and leaving 62,107 shares worth $3.22M. The position accounts for 0.71% of the portfolio, ranked #19.

Ironwood Wealth Management (Arizona) first reported a position in SPEM in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.8M in Q1 2022. 697 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 62,107 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.22M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 2,751 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $141K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.71% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #19 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 33 quarters since.
  • Ironwood Wealth Management (Arizona)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.8M in Q1 2022.
  • 697 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.