KWB Wealth
SPEM icon

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

KWB Wealth’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 		$25.5M Buy
493,608
+17,312
+4% +$898K 2.18% 10
2026
Q2 		$24.7M Buy
476,296
+40
+0% +$2.05K 2.11% 12
2026
Q1 		$22.3M Sell
476,256
-34,925
-7% -$1.7M 2.21% 11
2025
Q4 		$23.9M Sell
511,181
-385,010
-43% -$18.1M 2.27% 10
2025
Q3 		$38.3M Buy
896,191
+314,438
+54% +$14M 4.23% 7
2025
Q2 		$22.9M Buy
581,753
+119,475
+26% +$4.82M 2.78% 9
2025
Q1 		$17.7M Sell
462,278
-7,169
-2% -$281K 2.14% 10
2024
Q4 		$19.4M Sell
469,447
-70,317
-13% -$2.83M 2.4% 8
2024
Q3 		$20.3M Buy
539,764
+106,258
+25% +$4.07M 2.65% 7
2024
Q2 		$15.7M Sell
433,506
-10,977
-2% -$409K 2.16% 10
2024
Q1 		$16.1M Sell
444,483
-67,866
-13% -$2.39M 2.16% 10
2023
Q4 		$18.1M Sell
512,349
-24,248
-5% -$825K 2.62% 7
2023
Q3 		$18.4M Sell
536,597
-8,432
-2% -$291K 2.96% 7
2023
Q2 		$18.7M Sell
545,029
-28,725
-5% -$982K 2.96% 7
2023
Q1 		$18.9M Buy
573,754
+5,636
+1% +$194K 3.49% 9
2022
Q4 		$18.7M Sell
568,118
-76,591
-12% -$2.48M 3.56% 9
2022
Q3 		$20M Buy
644,709
+5,459
+0.9% +$186K 3.99% 8
2022
Q2 		$22.2M Sell
639,250
-141,579
-18% -$5.11M 4.28% 7
2022
Q1 		$32.4M Sell
780,829
-3,018
-0.4% -$122K 5.4% 7
2021
Q4 		$32.5M Buy
783,847
+23,838
+3% +$1.02M 5.41% 7
2021
Q3 		$32.3M Sell
760,009
-86,254
-10% -$3.74M 5.74% 7
2021
Q2 		$37M Sell
846,263
-3,074
-0.4% -$138K 7.11% 4
2021
Q1 		$37.2M Buy
849,337
+110,044
+15% +$4.92M 7.1% 4
2020
Q4 		$31.2M Buy
+739,293
New +$29.3M 6.48% 4

Other funds holding SPEM

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

KWB Wealth's SPEM Position: Q3 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.6% in Q3 2026, buying an estimated $898K and bringing the position to 493,608 shares worth $25.5M. The position accounts for 2.18% of the portfolio, ranked #10.

KWB Wealth first reported a position in SPEM in Q4 2020 and has held it in 24 quarters since. The position peaked at $38.3M in Q3 2025. 211 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • KWB Wealth held 493,608 shares of State Street SPDR Portfolio Emerging Markets ETF worth $25.5M as of Q3 2026.
  • KWB Wealth bought 17,312 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $898K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.18% of KWB Wealth's portfolio in Q3 2026, its #10 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $38.3M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.