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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

McNaughton Wealth Management's SPEM Position: Q2 2026 in Review

McNaughton Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.82% in Q2 2026, buying an estimated $13.8K and bringing the position to 33,187 shares worth $1.72M. The position accounts for 0.61% of the portfolio, ranked #46.

McNaughton Wealth Management first reported a position in SPEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.67M in Q3 2024. 484 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

McNaughton Wealth Management held 33,187 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.72M as of Q2 2026.
McNaughton Wealth Management bought 269 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $13.8K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.61% of McNaughton Wealth Management's portfolio in Q2 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 27 quarters since.
McNaughton Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.67M in Q3 2024.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.