KW
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
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

CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return