Pension & Wealth Management Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Pension & Wealth Management 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	$51.8K	Buy	1,000 +5	+0.5%	+$256	0.01%	318
2026 Q1	$46.7K	Hold	995	–	–	0.01%	305
2025 Q4	$46.6K	Buy	995 +9	+0.9%	+$424	0.01%	308
2025 Q3	$46.2K	Hold	986	–	–	0.01%	280
2025 Q2	$42.2K	Buy	986 +512	+108%	+$20.7K	0.01%	279
2025 Q1	$18.7K	Hold	474	–	–	0.01%	333
2024 Q4	$18.2K	Hold	474	–	–	0.01%	341
2024 Q3	$19.6K	Hold	474	–	–	0.01%	274
2024 Q2	$17.9K	Hold	474	–	–	0.01%	257
2024 Q1	$17.2K	Hold	474	–	–	0.01%	252
2023 Q4	$16.8K	Buy	+474	New	+$16.1K	0.01%	231

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

Pension & Wealth Management Advisors's SPEM Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.5% in Q2 2026, buying an estimated $256 and bringing the position to 1,000 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #318.

Pension & Wealth Management Advisors first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. 992 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Pension & Wealth Management Advisors held 1,000 shares of State Street SPDR Portfolio Emerging Markets ETF worth $51.8K as of Q2 2026.
Pension & Wealth Management Advisors bought 5 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $256.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #318 holding.
Pension & Wealth Management Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
992 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.