Melone Private Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Melone Private 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	$8.51M	Sell	164,377 -24,613	-13%	-$1.26M	3.24%	13
2026 Q1	$8.87M	Buy	188,990 +15,066	+9%	+$734K	3.62%	10
2025 Q4	$8.14M	Buy	173,924 +27,032	+18%	+$1.27M	3.45%	10
2025 Q3	$6.88M	Buy	146,892 +23,705	+19%	+$1.05M	3.11%	11
2025 Q2	$5.25M	Buy	123,187 +4,388	+4%	+$177K	2.69%	14
2025 Q1	$4.68M	Buy	118,799 +4,559	+4%	+$179K	2.45%	16
2024 Q4	$4.38M	Buy	114,240 +1,748	+2%	+$70.3K	2.27%	18
2024 Q3	$4.64M	Buy	112,492 +8,543	+8%	+$328K	2.47%	16
2024 Q2	$3.92M	Buy	103,949 +1,730	+2%	+$64.4K	2.32%	17
2024 Q1	$3.7M	Buy	102,219 +2,678	+3%	+$94.2K	2.22%	17
2023 Q4	$3.52M	Buy	+99,541	New	+$3.39M	2.24%	17

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 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Melone Private Wealth's SPEM Position: Q2 2026 in Review

Melone Private Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 13% in Q2 2026, selling an estimated $1.26M and leaving 164,377 shares worth $8.51M. The position accounts for 3.24% of the portfolio, ranked #13.

Melone Private Wealth first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.87M in Q1 2026. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Melone Private Wealth held 164,377 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.51M as of Q2 2026.
Melone Private Wealth sold 24,613 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.26M.
State Street SPDR Portfolio Emerging Markets ETF made up 3.24% of Melone Private Wealth's portfolio in Q2 2026, its #13 holding.
Melone Private Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Melone Private Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $8.87M in Q1 2026.
1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.