Pinnacle Wealth Planning Services
SPEM icon

Pinnacle Wealth Planning Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.53M Sell
106,894
-3,374
-3% -$175K 0.54% 30
2026
Q2 		$5.71M Sell
110,268
-1,402
-1% -$71.7K 0.54% 30
2026
Q1 		$5.24M Buy
111,670
+2,765
+3% +$135K 0.54% 27
2025
Q4 		$5.1M Buy
108,905
+7,442
+7% +$350K 0.53% 28
2025
Q3 		$4.75M Buy
101,463
+7,673
+8% +$341K 0.56% 29
2025
Q2 		$4.01M Buy
93,790
+4,494
+5% +$181K 0.53% 31
2025
Q1 		$3.52M Sell
89,296
-1,407
-2% -$55.2K 0.53% 30
2024
Q4 		$3.48M Sell
90,703
-1,571
-2% -$63.2K 0.52% 32
2024
Q3 		$3.81M Sell
92,274
-13,008
-12% -$499K 0.52% 31
2024
Q2 		$3.97M Buy
105,282
+1,812
+2% +$67.5K 0.57% 26
2024
Q1 		$3.74M Buy
103,470
+2,163
+2% +$76.1K 0.55% 27
2023
Q4 		$3.59M Buy
101,307
+4,544
+5% +$155K 0.56% 26
2023
Q3 		$3.25M Buy
96,763
+2,861
+3% +$98.9K 0.54% 28
2023
Q2 		$3.23M Buy
93,902
+3,497
+4% +$120K 0.52% 33
2023
Q1 		$3.09M Buy
90,405
+1,238
+1% +$42.6K 0.51% 34
2022
Q4 		$2.94M Buy
89,167
+21,177
+31% +$686K 0.52% 35
2022
Q3 		$2.11M Buy
67,990
+3,334
+5% +$113K 0.39% 43
2022
Q2 		$2.25M Buy
64,656
+6,283
+11% +$227K 0.4% 45
2022
Q1 		$2.26M Buy
58,373
+7,936
+16% +$320K 0.41% 44
2021
Q4 		$2.09M Buy
50,437
+4,544
+10% +$194K 0.41% 44
2021
Q3 		$1.95M Buy
45,893
+3,540
+8% +$154K 0.43% 45
2021
Q2 		$1.93M Buy
42,353
+4,752
+13% +$213K 0.45% 48
2021
Q1 		$1.65M Sell
37,601
-210
-0.6% -$9.39K 0.42% 49
2020
Q4 		$1.59M Buy
37,811
+421
+1% +$16.7K 0.38% 44
2020
Q3 		$1.37M Buy
37,390
+2,535
+7% +$92.5K 0.45% 38
2020
Q2 		$1.04M Sell
34,855
-3,325
-9% -$104K 0.34% 57
2020
Q1 		$995K Buy
38,180
+6,782
+22% +$233K 0.47% 42
2019
Q4 		$1.18M Buy
31,398
+209
+0.7% +$7.53K 0.56% 33
2019
Q3 		$1.07M Buy
31,189
+3,692
+13% +$128K 0.58% 30
2019
Q2 		$984K Buy
27,497
+2,791
+11% +$98.9K 0.59% 28
2019
Q1 		$884K Buy
24,706
+675
+3% +$23.5K 0.59% 32
2018
Q4 		$778K Sell
24,031
-14,145
-37% -$466K 0.5% 41
2018
Q3 		$1.33M Buy
38,176
+8,635
+29% +$304K 1.22% 16
2018
Q2 		$1.04M Buy
29,541
+3,403
+13% +$128K 1.01% 24
2018
Q1 		$1.03M Buy
+26,138
New +$1.05M 1.06% 21

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Cutler Investment Counsel
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPEM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.1% in Q3 2026, selling an estimated $175K and leaving 106,894 shares worth $5.53M. The position accounts for 0.54% of the portfolio, ranked #30.

Pinnacle Wealth Planning Services first reported a position in SPEM in Q1 2018 and has held it in 35 quarters since. The position peaked at $5.71M in Q2 2026. 635 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 106,894 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.53M as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 3,374 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $175K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.54% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #30 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 35 quarters since.
  • Pinnacle Wealth Planning Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.71M in Q2 2026.
  • 635 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.