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

Modera 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	$1.37M	Buy	26,389 +803	+3%	+$41.1K	0.01%	305
2026 Q1	$1.2M	Sell	25,586 -21,979	-46%	-$1.07M	0.01%	303
2025 Q4	$2.23M	Sell	47,565 -22	-0%	-$1.04K	0.03%	254
2025 Q3	$2.23M	Sell	47,587 -235	-0.5%	-$10.4K	0.03%	253
2025 Q2	$2.04M	Buy	47,822 +4,062	+9%	+$164K	0.03%	257
2025 Q1	$1.72M	Sell	43,760 -112	-0.3%	-$4.39K	0.02%	259
2024 Q4	$1.68M	Buy	43,872 +37,970	+643%	+$1.53M	0.02%	262
2024 Q3	$244K	Buy	+5,902	New	+$226K	﹤0.01%	541
2022 Q4	–	Sell	-8,819	Closed	-$274K	–	361
2022 Q3	$274K	Sell	8,819 -2,708	-23%	-$92.1K	0.01%	259
2022 Q2	$401K	Sell	11,527 -2,367	-17%	-$85.5K	0.02%	221
2022 Q1	$537K	Sell	13,894 -1,072	-7%	-$43.2K	0.02%	201
2021 Q4	$621K	Buy	+14,966	New	+$640K	0.02%	236

Other funds holding SPEM

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

EPM

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

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

Modera Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.1% in Q2 2026, buying an estimated $41.1K and bringing the position to 26,389 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #305.

Modera Wealth Management first reported a position in SPEM in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.23M in Q3 2025. 697 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Modera Wealth Management held 26,389 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.37M as of Q2 2026.
Modera Wealth Management bought 803 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $41.1K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #305 holding.
Modera Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 12 quarters since.
Modera Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.23M in Q3 2025.
697 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.