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 Q3	$2.97M	Sell	57,326 -1,528	-3%	-$79.2K	2.12%	10
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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Partnership Wealth Management's SPEM Position: Q3 2026 in Review

Partnership Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.6% in Q3 2026, selling an estimated $79.2K and leaving 57,326 shares worth $2.97M. The position accounts for 2.12% of the portfolio, ranked #10.

Partnership Wealth Management first reported a position in SPEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q2 2026. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Partnership Wealth Management held 57,326 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.97M as of Q3 2026.
Partnership Wealth Management sold 1,528 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $79.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.12% of Partnership Wealth Management's portfolio in Q3 2026, its #10 holding.
Partnership Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.05M in Q2 2026.
53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.