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

Physician 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	$35.8K	Buy	692 +7	+1%	+$358	﹤0.01%	516
2026 Q1	$32.1K	Hold	685	–	–	﹤0.01%	501
2025 Q4	$32K	Buy	685 +12	+2%	+$565	﹤0.01%	478
2025 Q3	$31.5K	Hold	673	–	–	﹤0.01%	468
2025 Q2	$28.8K	Buy	673 +8	+1%	+$323	﹤0.01%	453
2025 Q1	$26.2K	Hold	665	–	–	﹤0.01%	444
2024 Q4	$25.5K	Buy	+665	New	+$26.7K	﹤0.01%	458

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Physician Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1% in Q2 2026, buying an estimated $358 and bringing the position to 692 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Physician Wealth Advisors first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 282 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Physician Wealth Advisors held 692 shares of State Street SPDR Portfolio Emerging Markets ETF worth $35.8K as of Q2 2026.
Physician Wealth Advisors bought 7 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $358.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #516 holding.
Physician Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.