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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
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 $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Pinnacle Wealth Planning Services's SPEM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.5% in Q1 2026, buying an estimated $135K and bringing the position to 111,670 shares worth $5.24M. The position accounts for 0.54% of the portfolio, ranked #27.

Pinnacle Wealth Planning Services first reported a position in SPEM in Q1 2018 and has held it in 33 quarters since. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 111,670 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.24M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,765 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $135K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.54% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #27 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 33 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.