Peak Financial Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Peak Financial 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	$13.9M	Buy	268,118 +3,900	+1%	+$202K	3.15%	8
2026 Q2	$13.7M	Buy	264,218 +2,962	+1%	+$151K	3.14%	10
2026 Q1	$12.3M	Buy	261,256 +1,245	+0.5%	+$60.7K	3.11%	11
2025 Q4	$12.2M	Buy	260,011 +830	+0.3%	+$39.1K	3.14%	10
2025 Q3	$12.1M	Buy	259,181 +5,581	+2%	+$248K	3.21%	9
2025 Q2	$10.8M	Buy	253,600 +636	+0.3%	+$25.7K	3.08%	9
2025 Q1	$10M	Buy	252,964 +9,246	+4%	+$363K	2.98%	11
2024 Q4	$9.35M	Buy	243,718 +6,997	+3%	+$281K	2.8%	12
2024 Q3	$9.8M	Buy	236,721 +3,780	+2%	+$145K	2.87%	10
2024 Q2	$8.77M	Buy	232,941 +5,911	+3%	+$220K	2.75%	11
2024 Q1	$8.22M	Buy	227,030 +7,902	+4%	+$278K	2.6%	13
2023 Q4	$7.76M	Buy	219,128 +9,083	+4%	+$309K	2.61%	14
2023 Q3	$7.05M	Buy	210,045 +154,707	+280%	+$5.35M	2.57%	14
2023 Q2	$1.9M	Buy	+55,338	New	+$1.89M	0.68%	30

Other funds holding SPEM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Peak Financial Management's SPEM Position: Q3 2026 in Review

Peak Financial Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.5% in Q3 2026, buying an estimated $202K and bringing the position to 268,118 shares worth $13.9M. The position accounts for 3.15% of the portfolio, ranked #8.

Peak Financial Management first reported a position in SPEM in Q2 2023 and has held it in 14 quarters since. 467 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Peak Financial Management held 268,118 shares of State Street SPDR Portfolio Emerging Markets ETF worth $13.9M as of Q3 2026.
Peak Financial Management bought 3,900 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $202K.
State Street SPDR Portfolio Emerging Markets ETF made up 3.15% of Peak Financial Management's portfolio in Q3 2026, its #8 holding.
Peak Financial Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and has held it in 14 quarters since.
467 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.