Perigon Wealth Management
SPEM icon

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

Perigon 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 		$12.3M Sell
237,425
-9,428
-4% -$489K 0.19% 100
2026
Q2 		$12.8M Sell
246,853
-60,414
-20% -$3.09M 0.2% 99
2026
Q1 		$14.4M Sell
307,267
-102,072
-25% -$4.97M 0.26% 78
2025
Q4 		$19.2M Buy
409,339
+105,932
+35% +$4.99M 0.34% 59
2025
Q3 		$14.2M Buy
303,407
+90,272
+42% +$4.01M 0.29% 65
2025
Q2 		$9.11M Buy
213,135
+84,384
+66% +$3.41M 0.21% 104
2025
Q1 		$5.07M Buy
128,751
+109,674
+575% +$4.3M 0.13% 158
2024
Q4 		$724K Buy
19,077
+1,787
+10% +$71.9K 0.02% 528
2024
Q3 		$714K Sell
17,290
-741
-4% -$28.4K 0.02% 516
2024
Q2 		$679K Sell
18,031
-3,507
-16% -$131K 0.02% 459
2024
Q1 		$779K Sell
21,538
-698
-3% -$24.6K 0.02% 426
2023
Q4 		$787K Sell
22,236
-6,265
-22% -$213K 0.03% 395
2023
Q3 		$957K Sell
28,501
-3,266
-10% -$113K 0.04% 318
2023
Q2 		$1.09M Sell
31,767
-13,814
-30% -$472K 0.04% 302
2023
Q1 		$1.56M Buy
45,581
+7,199
+19% +$248K 0.09% 204
2022
Q4 		$1.27M Sell
38,382
-90
-0.2% -$2.92K 0.08% 232
2022
Q3 		$1.19M Sell
38,472
-321
-0.8% -$10.9K 0.1% 185
2022
Q2 		$1.35M Sell
38,793
-32,062
-45% -$1.16M 0.11% 176
2022
Q1 		$2.74M Buy
70,855
+10,994
+18% +$443K 0.19% 100
2021
Q4 		$2.48M Sell
59,861
-1,122
-2% -$48K 0.18% 106
2021
Q3 		$2.59M Sell
60,983
-11,950
-16% -$519K 0.23% 90
2021
Q2 		$3.32M Buy
72,933
+18,715
+35% +$838K 0.3% 76
2021
Q1 		$2.37M Buy
54,218
+26,011
+92% +$1.16M 0.24% 86
2020
Q4 		$1.19M Buy
28,207
+11,630
+70% +$462K 0.14% 124
2020
Q3 		$606K Buy
16,577
+5,623
+51% +$205K 0.08% 192
2020
Q2 		$367K Buy
10,954
+4,052
+59% +$127K 0.06% 233
2020
Q1 		$204K Buy
6,902
+359
+5% +$12.3K 0.04% 295
2019
Q4 		$246K Buy
6,543
+126
+2% +$4.54K 0.05% 224
2019
Q3 		$225K Buy
+6,417
New +$223K 0.05% 214

Other funds holding SPEM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

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

Perigon Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.8% in Q3 2026, selling an estimated $489K and leaving 237,425 shares worth $12.3M. The position accounts for 0.19% of the portfolio, ranked #100.

Perigon Wealth Management first reported a position in SPEM in Q3 2019 and has held it in 29 quarters since. The position peaked at $19.2M in Q4 2025. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Perigon Wealth Management held 237,425 shares of State Street SPDR Portfolio Emerging Markets ETF worth $12.3M as of Q3 2026.
  • Perigon Wealth Management sold 9,428 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $489K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.19% of Perigon Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and has held it in 29 quarters since.
  • Perigon Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $19.2M in Q4 2025.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.