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Portside Wealth Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Portside Wealth Group’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 		$8.83M Buy
170,496
+16,879
+11% +$863K 1.03% 16
2026
Q1 		$7.21M Sell
153,617
-115,965
-43% -$5.65M 0.98% 16
2025
Q4 		$12.6M Buy
269,582
+50,639
+23% +$2.38M 1.7% 8
2025
Q3 		$10.2M Buy
218,943
+8,001
+4% +$356K 1.41% 11
2025
Q2 		$9.02M Buy
210,942
+84,586
+67% +$3.41M 1.34% 11
2025
Q1 		$4.97M Buy
126,356
+25,234
+25% +$990K 0.81% 27
2024
Q4 		$3.88M Buy
101,122
+1,675
+2% +$67.4K 0.64% 42
2024
Q3 		$4.11M Buy
99,447
+8,510
+9% +$326K 0.7% 37
2024
Q2 		$3.43M Buy
90,937
+6,370
+8% +$237K 0.65% 37
2024
Q1 		$3.06M Buy
84,567
+7,176
+9% +$252K 0.57% 46
2023
Q4 		$2.74M Sell
77,391
-12,876
-14% -$438K 0.51% 54
2023
Q3 		$3.03M Buy
90,267
+3,790
+4% +$131K 0.57% 48
2023
Q2 		$2.97M Buy
+86,477
New +$2.96M 0.55% 47

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Portside Wealth Group's SPEM Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q2 2026, buying an estimated $863K and bringing the position to 170,496 shares worth $8.83M. The position accounts for 1.03% of the portfolio, ranked #16.

Portside Wealth Group first reported a position in SPEM in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.6M in Q4 2025. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Portside Wealth Group held 170,496 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.83M as of Q2 2026.
  • Portside Wealth Group bought 16,879 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $863K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.03% of Portside Wealth Group's portfolio in Q2 2026, its #16 holding.
  • Portside Wealth Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $12.6M in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.