KW
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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

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
TCIIS
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

KWB Wealth's SPEM Position: Q2 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.01% in Q2 2026, buying an estimated $2.05K and bringing the position to 476,296 shares worth $24.7M. The position accounts for 2.11% of the portfolio, ranked #12.

KWB Wealth first reported a position in SPEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.3M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • KWB Wealth held 476,296 shares of State Street SPDR Portfolio Emerging Markets ETF worth $24.7M as of Q2 2026.
  • KWB Wealth bought 40 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $2.05K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.11% of KWB Wealth's portfolio in Q2 2026, its #12 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $38.3M in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.