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

Level Wealth Management’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	$1.16M	Buy	22,439 +1,423	+7%	+$73.8K	0.44%	26
2026 Q2	$1.09M	Sell	21,016 -58	-0.3%	-$2.97K	0.44%	25
2026 Q1	$989K	Buy	21,074 +115	+0.5%	+$5.6K	0.46%	24
2025 Q4	$981K	Sell	20,959 -5,033	-19%	-$237K	0.5%	24
2025 Q3	$1.22M	Sell	25,992 -1,215	-4%	-$54K	0.64%	20
2025 Q2	$1.16M	Buy	+27,207	New	+$1.1M	0.68%	19

Other funds holding SPEM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Level Wealth Management's SPEM Position: Q3 2026 in Review

Level Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.8% in Q3 2026, buying an estimated $73.8K and bringing the position to 22,439 shares worth $1.16M. The position accounts for 0.44% of the portfolio, ranked #26.

Level Wealth Management first reported a position in SPEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2025. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Level Wealth Management held 22,439 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.16M as of Q3 2026.
Level Wealth Management bought 1,423 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $73.8K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.44% of Level Wealth Management's portfolio in Q3 2026, its #26 holding.
Level Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
Level Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.22M in Q3 2025.
321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.