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

Partnership 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	$3.05M	Buy	58,854 +1,845	+3%	+$94.4K	2.06%	9
2026 Q1	$2.67M	Sell	57,009 -2,266	-4%	-$110K	2.04%	9
2025 Q4	$2.77M	Buy	59,275 +1,916	+3%	+$90.2K	2%	10
2025 Q3	$2.68M	Sell	57,359 -593	-1%	-$26.4K	2.07%	10
2025 Q2	$2.48M	Buy	57,952 +1,554	+3%	+$62.7K	2.01%	10
2025 Q1	$2.22M	Buy	56,398 +1,526	+3%	+$59.8K	1.88%	10
2024 Q4	$2.11M	Buy	54,872 +4,783	+10%	+$192K	1.75%	10
2024 Q3	$2.07M	Buy	50,089 +42,993	+606%	+$1.65M	1.46%	11
2024 Q2	$267K	Sell	7,096 -58	-0.8%	-$2.16K	0.2%	79
2024 Q1	$259K	Buy	7,154 +623	+10%	+$21.9K	0.18%	92
2023 Q4	$223K	Buy	+6,531	New	+$222K	0.17%	95

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

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

Partnership Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.2% in Q2 2026, buying an estimated $94.4K and bringing the position to 58,854 shares worth $3.05M. The position accounts for 2.06% of the portfolio, ranked #9.

Partnership Wealth Management first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Partnership Wealth Management held 58,854 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.05M as of Q2 2026.
Partnership Wealth Management bought 1,845 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $94.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.06% of Partnership Wealth Management's portfolio in Q2 2026, its #9 holding.
Partnership Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.