MWM
SPEM icon

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

Modern 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
Q1 		– Sell
-10,901
Closed -$510K – 936
2025
Q4 		$510K Sell
10,901
-6
-0.1% -$282 0.01% 532
2025
Q3 		$511K Buy
10,907
+111
+1% +$4.93K 0.01% 503
2025
Q2 		$461K Buy
10,796
+4,372
+68% +$176K 0.01% 498
2025
Q1 		$253K Buy
6,424
+605
+10% +$23.7K 0.01% 580
2024
Q4 		$223K Buy
5,819
+137
+2% +$5.51K 0.01% 530
2024
Q3 		$235K Buy
+5,682
New +$218K 0.01% 386

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM