Private Wealth Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Private Wealth Asset Management’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	–	Sell	-5,100	Closed	-$239K	–	963
2026 Q1	$239K	Hold	5,100	–	–	0.03%	242
2025 Q4	$239K	Hold	5,100	–	–	0.03%	243
2025 Q3	$239K	Hold	5,100	–	–	0.03%	222
2025 Q2	$218K	Hold	5,100	–	–	0.03%	227
2025 Q1	$201K	Buy	+5,100	New	+$200K	0.03%	231

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

Private Wealth Asset Management's SPEM Position: Q2 2026 in Review

Private Wealth Asset Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026, closing a stake of 5,100 shares — an estimated $239K sold.

Private Wealth Asset Management first reported a position in SPEM in Q1 2025 and held it in 5 quarters. The position peaked at $239K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Private Wealth Asset Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Asset Management sold 5,100 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $239K.
Private Wealth Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and held it in 5 quarters.
Private Wealth Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $239K in Q1 2026.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.