Kingswood Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Kingswood Wealth Advisors’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	$3.28M	Buy	63,266 +428	+0.7%	+$21.9K	0.13%	172
2026 Q1	$2.95M	Sell	62,838 -31,016	-33%	-$1.51M	0.14%	168
2025 Q4	$4.39M	Buy	93,854 +7,476	+9%	+$352K	0.21%	106
2025 Q3	$4.04M	Buy	86,378 +19,286	+29%	+$857K	0.24%	100
2025 Q2	$2.87M	Buy	67,092 +6,676	+11%	+$269K	0.23%	104
2025 Q1	$2.38M	Buy	60,416 +715	+1%	+$28K	0.22%	111
2024 Q4	$2.29M	Sell	59,701 -770	-1%	-$31K	0.17%	131
2024 Q3	$2.5M	Buy	60,471 +32,741	+118%	+$1.26M	0.18%	124
2024 Q2	$1.04M	Buy	27,730 +18,346	+196%	+$683K	0.09%	225
2024 Q1	$340K	Buy	+9,384	New	+$330K	0.04%	441

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

Kingswood Wealth Advisors's SPEM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.68% in Q2 2026, buying an estimated $21.9K and bringing the position to 63,266 shares worth $3.28M. The position accounts for 0.13% of the portfolio, ranked #172.

Kingswood Wealth Advisors first reported a position in SPEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.39M in Q4 2025. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Kingswood Wealth Advisors held 63,266 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.28M as of Q2 2026.
Kingswood Wealth Advisors bought 428 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $21.9K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.13% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
Kingswood Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.39M in Q4 2025.
1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.