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 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 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

Pinnacle Wealth Planning Services's SPEM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.3% in Q2 2026, selling an estimated $71.7K and leaving 110,268 shares worth $5.71M. 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 34 quarters since. 1,035 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Pinnacle Wealth Planning Services held 110,268 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.71M as of Q2 2026.
Pinnacle Wealth Planning Services sold 1,402 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $71.7K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.54% of Pinnacle Wealth Planning Services's portfolio in Q2 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 34 quarters since.
1,035 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.