McNaughton Wealth Management
SPEM icon

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

McNaughton 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 		$1.7M Sell
32,896
-291
-0.9% -$15.1K 0.59% 46
2026
Q2 		$1.72M Buy
33,187
+269
+0.8% +$13.8K 0.61% 46
2026
Q1 		$1.54M Buy
32,918
+1,363
+4% +$66.4K 0.64% 45
2025
Q4 		$1.48M Buy
31,555
+1,549
+5% +$72.9K 0.61% 48
2025
Q3 		$1.4M Buy
30,006
+863
+3% +$38.4K 0.59% 50
2025
Q2 		$1.25M Buy
29,143
+1,597
+6% +$64.4K 0.56% 50
2025
Q1 		$1.08M Sell
27,546
-111,549
-80% -$4.37M 0.53% 48
2024
Q4 		$5.34M Buy
139,095
+1,684
+1% +$67.7K 2.57% 13
2024
Q3 		$5.67M Buy
137,411
+4,552
+3% +$175K 2.76% 12
2024
Q2 		$5M Buy
132,859
+3,133
+2% +$117K 2.65% 12
2024
Q1 		$4.69M Buy
129,726
+4,472
+4% +$157K 2.6% 12
2023
Q4 		$4.44M Buy
125,254
+6,236
+5% +$212K 2.63% 12
2023
Q3 		$4M Buy
119,018
+3,603
+3% +$125K 2.66% 13
2023
Q2 		$3.97M Sell
115,415
-376
-0.3% -$12.9K 2.54% 12
2023
Q1 		$3.95M Buy
115,791
+2,541
+2% +$87.4K 2.62% 12
2022
Q4 		$3.73M Buy
113,250
+5,008
+5% +$162K 2.55% 13
2022
Q3 		$3.36M Buy
108,242
+9,090
+9% +$309K 2.47% 14
2022
Q2 		$3.45M Buy
99,152
+6,910
+7% +$250K 2.44% 13
2022
Q1 		$3.56M Buy
92,242
+3,793
+4% +$153K 2.32% 14
2021
Q4 		$3.67M Buy
88,449
+4,631
+6% +$198K 2.38% 14
2021
Q3 		$3.56M Sell
83,818
-935
-1% -$40.6K 2.52% 14
2021
Q2 		$3.86M Buy
84,753
+4,835
+6% +$216K 2.7% 14
2021
Q1 		$3.5M Sell
79,918
-2,625
-3% -$117K 2.68% 14
2020
Q4 		$3.48M Sell
82,543
-2,359
-3% -$93.6K 2.79% 14
2020
Q3 		$3.1M Sell
84,902
-5,615
-6% -$205K 2.72% 10
2020
Q2 		$3.03M Buy
90,517
+13,092
+17% +$410K 2.81% 10
2020
Q1 		$2.2M Buy
77,425
+19,580
+34% +$673K 2.35% 13
2019
Q4 		$2.17M Buy
+57,845
New +$2.08M 2.02% 14

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Cutler Investment Counsel
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

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

McNaughton Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.88% in Q3 2026, selling an estimated $15.1K and leaving 32,896 shares worth $1.7M. The position accounts for 0.59% of the portfolio, ranked #46.

McNaughton Wealth Management first reported a position in SPEM in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.67M in Q3 2024. 635 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • McNaughton Wealth Management held 32,896 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.7M as of Q3 2026.
  • McNaughton Wealth Management sold 291 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $15.1K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.59% of McNaughton Wealth Management's portfolio in Q3 2026, its #46 holding.
  • McNaughton Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 28 quarters since.
  • McNaughton Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.67M in Q3 2024.
  • 635 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.