Mullaney, Keating & Wright’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Mullaney, Keating & Wright’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	$1.06M	Buy	20,423 +2,900	+17%	+$148K	0.51%	26
2026 Q1	$822K	Buy	17,523 +403	+2%	+$19.6K	0.45%	31
2025 Q4	$801K	Buy	17,120 +1,049	+7%	+$49.4K	0.42%	29
2025 Q3	$752K	Buy	16,071 +3,691	+30%	+$164K	0.42%	28
2025 Q2	$529K	Sell	12,380 -36	-0.3%	-$1.45K	0.35%	35
2025 Q1	$489K	Buy	12,416 +535	+5%	+$21K	0.33%	34
2024 Q4	$456K	Buy	+11,881	New	+$478K	0.31%	36

Other funds holding SPEM

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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return