Outlook Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Outlook Wealth Advisors’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	$1.66M	Buy	32,165 +1,916	+6%	+$98K	0.36%	64
2026 Q1	$1.42M	Buy	30,249 +180	+0.6%	+$8.77K	0.34%	63
2025 Q4	$1.41M	Sell	30,069 -697	-2%	-$32.8K	0.32%	62
2025 Q3	$1.44M	Buy	30,766 +3,496	+13%	+$155K	0.36%	59
2025 Q2	$1.17M	Sell	27,270 -12,335	-31%	-$498K	0.3%	61
2025 Q1	$1.56M	Sell	39,605 -117	-0.3%	-$4.59K	0.43%	46
2024 Q4	$1.52M	Sell	39,722 -4,164	-9%	-$167K	0.44%	44
2024 Q3	$1.81M	Buy	43,886 +1,114	+3%	+$42.7K	0.52%	36
2024 Q2	$365K	Buy	42,772 +1,074	+3%	+$40K	0.11%	172
2024 Q1	$1.51M	Sell	41,698 -10,188	-20%	-$358K	0.47%	43
2023 Q4	$1.84M	Buy	51,886 +15,165	+41%	+$516K	0.64%	35
2023 Q3	$1.23M	Buy	36,721 +6,629	+22%	+$229K	0.47%	49
2023 Q2	$1.03M	Buy	30,092 +6,691	+29%	+$229K	0.39%	53
2023 Q1	$799K	Buy	+23,401	New	+$805K	0.36%	68
2021 Q3	–	Sell	-20,521	Closed	-$934K	–	220
2021 Q2	$934K	Sell	20,521 -527	-3%	-$23.6K	0.3%	84
2021 Q1	$921K	Sell	21,048 -699	-3%	-$31.2K	0.32%	74
2020 Q4	$917K	Sell	21,747 -18,334	-46%	-$728K	0.33%	73
2020 Q3	$1.47M	Buy	+40,081	New	+$1.46M	0.58%	44
2020 Q2	–	Sell	-40,745	Closed	-$1.16M	–	177
2020 Q1	$1.16M	Buy	+40,745	New	+$1.4M	0.66%	39
2019 Q3	–	Sell	-38,639	Closed	-$1.38M	–	166
2019 Q2	$1.38M	Buy	38,639 +9,729	+34%	+$345K	0.91%	28
2019 Q1	$1.03M	Sell	28,910 -36,840	-56%	-$1.28M	0.85%	27
2018 Q4	$2.13M	Buy	+65,750	New	+$2.17M	0.97%	20

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

Outlook Wealth Advisors's SPEM Position: Q2 2026 in Review

Outlook Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.3% in Q2 2026, buying an estimated $98K and bringing the position to 32,165 shares worth $1.66M. The position accounts for 0.36% of the portfolio, ranked #64.

Outlook Wealth Advisors first reported a position in SPEM in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.13M in Q4 2018. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Outlook Wealth Advisors held 32,165 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.66M as of Q2 2026.
Outlook Wealth Advisors bought 1,916 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $98K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.36% of Outlook Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 22 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.13M in Q4 2018.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.