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

Morrissey 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	$230K	Buy	+4,423	New	+$226K	0.14%	28

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

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

Morrissey Wealth Management opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 4,423 shares worth $230K. The stake represents 0.14% of the portfolio and ranks #28 among its holdings.

1,043 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Morrissey Wealth Management held 4,423 shares of State Street SPDR Portfolio Emerging Markets ETF worth $230K as of Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Morrissey Wealth Management position in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.14% of Morrissey Wealth Management's portfolio in Q2 2026, its #28 holding.
1,043 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Morrissey Wealth Management's 13F filing for Q2 2026, filed 5 Oct 2026.