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

Northwest 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	$760K	Buy	14,680 +72	+0.5%	+$3.68K	0.1%	95
2026 Q1	$685K	Sell	14,608 -1,883	-11%	-$91.7K	0.1%	96
2025 Q4	$772K	Sell	16,491 -4,995	-23%	-$235K	0.12%	84
2025 Q3	$1.01M	Sell	21,486 -362	-2%	-$16.1K	0.17%	73
2025 Q2	$934K	Buy	21,848 +741	+4%	+$29.9K	0.17%	74
2025 Q1	$831K	Sell	21,107 -914	-4%	-$35.8K	0.17%	78
2024 Q4	$845K	Sell	22,021 -982	-4%	-$39.5K	0.18%	78
2024 Q3	$950K	Buy	23,003 +888	+4%	+$34.1K	0.22%	71
2024 Q2	$833K	Buy	22,115 +262	+1%	+$9.76K	0.22%	75
2024 Q1	$791K	Sell	21,853 -38	-0.2%	-$1.34K	0.22%	78
2023 Q4	$775K	Sell	21,891 -96	-0.4%	-$3.27K	0.23%	73
2023 Q3	$738K	Sell	21,987 -1,562	-7%	-$54K	0.27%	71
2023 Q2	$810K	Sell	23,549 -392	-2%	-$13.4K	0.29%	70
2023 Q1	$817K	Buy	23,941 +99	+0.4%	+$3.4K	0.31%	68
2022 Q4	$786K	Sell	23,842 -3,383	-12%	-$110K	0.34%	68
2022 Q3	$845K	Buy	27,225 +572	+2%	+$19.5K	0.37%	63
2022 Q2	$927K	Sell	26,653 -2,778	-9%	-$100K	0.4%	58
2022 Q1	$1.14M	Buy	29,431 +827	+3%	+$33.3K	0.56%	47
2021 Q4	$1.19M	Buy	28,604 +170	+0.6%	+$7.27K	0.55%	48
2021 Q3	$1.21M	Buy	28,434 +532	+2%	+$23.1K	0.6%	46
2021 Q2	$1.27M	Buy	27,902 +750	+3%	+$33.6K	0.67%	42
2021 Q1	$1.19M	Sell	27,152 -1,387	-5%	-$62K	0.75%	39
2020 Q4	$1.2M	Sell	28,539 -230	-0.8%	-$9.13K	0.83%	35
2020 Q3	$1.05M	Buy	28,769 +2,576	+10%	+$94K	0.87%	35
2020 Q2	$876K	Buy	26,193 +3,473	+15%	+$109K	0.76%	40
2020 Q1	$647K	Buy	22,720 +7,544	+50%	+$259K	0.65%	44
2019 Q4	$570K	Buy	15,176 +3,163	+26%	+$114K	0.52%	53
2019 Q3	$412K	Buy	12,013 +756	+7%	+$26.2K	0.34%	77
2019 Q2	$403K	Buy	11,257 +1,696	+18%	+$60.1K	0.33%	73
2019 Q1	$342K	Buy	9,561 +3,069	+47%	+$107K	0.26%	82
2018 Q4	$210K	Buy	6,492 +4,469	+221%	+$147K	0.18%	98
2018 Q3	$70K	Buy	2,023 +154	+8%	+$5.43K	0.05%	189
2018 Q2	$66K	Buy	1,869 +585	+46%	+$22K	0.05%	196
2018 Q1	$50K	Buy	+1,284	New	+$51.5K	0.04%	213

Other funds holding SPEM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

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

Northwest Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.49% in Q2 2026, buying an estimated $3.68K and bringing the position to 14,680 shares worth $760K. The position accounts for 0.1% of the portfolio, ranked #95.

Northwest Wealth Management first reported a position in SPEM in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.27M in Q2 2021. 463 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Northwest Wealth Management held 14,680 shares of State Street SPDR Portfolio Emerging Markets ETF worth $760K as of Q2 2026.
Northwest Wealth Management bought 72 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $3.68K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of Northwest Wealth Management's portfolio in Q2 2026, its #95 holding.
Northwest Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 34 quarters since.
Northwest Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.27M in Q2 2021.
463 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

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