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

National Wealth Management Group’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	$938K	Buy	18,111 +696	+4%	+$35.6K	0.29%	84
2026 Q1	$817K	Buy	17,415 +2,018	+13%	+$98.3K	0.3%	77
2025 Q4	$721K	Buy	15,397 +2,118	+16%	+$99.7K	0.25%	95
2025 Q3	$622K	Sell	13,279 -141	-1%	-$6.27K	0.23%	103
2025 Q2	$574K	Buy	13,420 +4,316	+47%	+$174K	0.32%	76
2025 Q1	$358K	Buy	9,104 +1,677	+23%	+$65.8K	0.24%	102
2024 Q4	$285K	Buy	7,427 +389	+6%	+$15.6K	0.19%	109
2024 Q3	$291K	Buy	7,038 +663	+10%	+$25.4K	0.2%	117
2024 Q2	$240K	Buy	6,375 +143	+2%	+$5.33K	0.18%	116
2024 Q1	$226K	Buy	+6,232	New	+$219K	0.18%	122

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

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

SEIA

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

National Wealth Management Group's SPEM Position: Q2 2026 in Review

National Wealth Management Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4% in Q2 2026, buying an estimated $35.6K and bringing the position to 18,111 shares worth $938K. The position accounts for 0.29% of the portfolio, ranked #84.

National Wealth Management Group first reported a position in SPEM in Q1 2024 and has held it in 10 quarters since. 285 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

National Wealth Management Group held 18,111 shares of State Street SPDR Portfolio Emerging Markets ETF worth $938K as of Q2 2026.
National Wealth Management Group bought 696 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $35.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.29% of National Wealth Management Group's portfolio in Q2 2026, its #84 holding.
National Wealth Management Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
285 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.