ORG Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

ORG Wealth Partners’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	$32.1K	Sell	620 -433	-41%	-$22.1K	﹤0.01%	389
2026 Q1	$49.4K	Sell	1,053 -7,817	-88%	-$381K	0.01%	332
2025 Q4	$415K	Sell	8,870 -116	-1%	-$5.46K	0.1%	139
2025 Q3	$421K	Buy	8,986 +1,017	+13%	+$45.2K	0.09%	144
2025 Q2	$341K	Sell	7,969 -146	-2%	-$5.89K	0.08%	141
2025 Q1	$320K	Buy	8,115 +370	+5%	+$14.5K	0.1%	154
2024 Q4	$297K	Buy	7,745 +1,685	+28%	+$67.8K	0.09%	101
2024 Q3	$250K	Buy	+6,060	New	+$232K	0.08%	108

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

ORG Wealth Partners's SPEM Position: Q2 2026 in Review

ORG Wealth Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 41% in Q2 2026, selling an estimated $22.1K and leaving 620 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

ORG Wealth Partners first reported a position in SPEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $421K in Q3 2025. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

ORG Wealth Partners held 620 shares of State Street SPDR Portfolio Emerging Markets ETF worth $32.1K as of Q2 2026.
ORG Wealth Partners sold 433 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $22.1K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #389 holding.
ORG Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $421K in Q3 2025.
1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.