Phoenix Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Phoenix Wealth 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	$5.94M	Buy	114,752 +3,677	+3%	+$188K	2%	12
2026 Q1	$5.21M	Buy	111,075 +3,087	+3%	+$150K	2.06%	12
2025 Q4	$5.05M	Buy	107,988 +814	+0.8%	+$38.3K	1.94%	13
2025 Q3	$5.02M	Buy	107,174 +1,616	+2%	+$71.8K	1.93%	13
2025 Q2	$4.51M	Buy	105,558 +27,223	+35%	+$1.1M	1.89%	13
2025 Q1	$3.08M	Buy	78,335 +14,031	+22%	+$550K	1.34%	20
2024 Q4	$2.47M	Buy	64,304 +17,140	+36%	+$689K	1.07%	32
2024 Q3	$1.95M	Buy	47,164 +4,993	+12%	+$191K	0.9%	38
2024 Q2	$1.59M	Buy	42,171 +6,372	+18%	+$237K	0.8%	38
2024 Q1	$1.3M	Buy	35,799 +10,106	+39%	+$356K	0.79%	37
2023 Q4	$899K	Buy	25,693 +9,763	+61%	+$332K	0.63%	39
2023 Q3	$535K	Buy	15,930 +3,570	+29%	+$123K	0.31%	46
2023 Q2	$425K	Buy	12,360 +1,842	+18%	+$63K	0.25%	54
2023 Q1	$359K	Buy	10,518 +1,293	+14%	+$44.5K	0.22%	64
2022 Q4	$304K	Buy	+9,225	New	+$299K	0.18%	78

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

Phoenix Wealth Advisors's SPEM Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.3% in Q2 2026, buying an estimated $188K and bringing the position to 114,752 shares worth $5.94M. The position accounts for 2% of the portfolio, ranked #12.

Phoenix Wealth Advisors first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Phoenix Wealth Advisors held 114,752 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.94M as of Q2 2026.
Phoenix Wealth Advisors bought 3,677 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $188K.
State Street SPDR Portfolio Emerging Markets ETF made up 2% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Phoenix Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.