McKinley Carter Wealth Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

McKinley Carter Wealth Services’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	$2.03M	Sell	39,220 -2,844	-7%	-$145K	0.1%	123
2026 Q1	$1.97M	Sell	42,064 -12,318	-23%	-$600K	0.11%	125
2025 Q4	$2.55M	Sell	54,382 -16,997	-24%	-$800K	0.14%	113
2025 Q3	$3.34M	Sell	71,379 -1,971	-3%	-$87.6K	0.18%	91
2025 Q2	$3.13M	Buy	73,350 +5,380	+8%	+$217K	0.17%	89
2025 Q1	$2.68M	Sell	67,970 -13,397	-16%	-$525K	0.16%	92
2024 Q4	$3.12M	Sell	81,367 -751	-0.9%	-$30.2K	0.19%	86
2024 Q3	$3.39M	Sell	82,118 -941	-1%	-$36.1K	0.2%	86
2024 Q2	$3.13M	Sell	83,059 -3,893	-4%	-$145K	0.2%	86
2024 Q1	$3.15M	Sell	86,952 -2,842	-3%	-$100K	0.21%	89
2023 Q4	$3.18M	Buy	89,794 +7,219	+9%	+$246K	0.23%	82
2023 Q3	$2.77M	Sell	82,575 -3,428	-4%	-$118K	0.22%	83
2023 Q2	$2.96M	Sell	86,003 -3,945	-4%	-$135K	0.22%	82
2023 Q1	$3.07M	Sell	89,948 -37,407	-29%	-$1.29M	0.24%	75
2022 Q4	$4.2M	Buy	127,355 +52,055	+69%	+$1.69M	0.36%	63
2022 Q3	$2.34M	Sell	75,300 -8,941	-11%	-$304K	0.22%	78
2022 Q2	$2.93M	Sell	84,241 -21,440	-20%	-$774K	0.26%	74
2022 Q1	$4.08M	Sell	105,681 -52,105	-33%	-$2.1M	0.32%	63
2021 Q4	$6.55M	Buy	157,786 +57,687	+58%	+$2.47M	0.49%	47
2021 Q3	$4.26M	Sell	100,099 -29,940	-23%	-$1.3M	0.35%	63
2021 Q2	$5.92M	Buy	130,039 +7,895	+6%	+$353K	0.49%	44
2021 Q1	$5.35M	Buy	+122,144	New	+$5.46M	0.46%	50

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

McKinley Carter Wealth Services's SPEM Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.8% in Q2 2026, selling an estimated $145K and leaving 39,220 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #123.

McKinley Carter Wealth Services first reported a position in SPEM in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.55M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

McKinley Carter Wealth Services held 39,220 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.03M as of Q2 2026.
McKinley Carter Wealth Services sold 2,844 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $145K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #123 holding.
McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 22 quarters since.
McKinley Carter Wealth Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.55M in Q4 2021.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.