Private Wealth Group
SPEM icon

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

Private 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
Q3 		$894K Buy
17,281
+1,506
+10% +$78.1K 0.34% 32
2026
Q2 		$817K Buy
15,775
+837
+6% +$42.8K 0.32% 40
2026
Q1 		$701K Buy
14,938
+755
+5% +$36.8K 0.33% 39
2025
Q4 		$664K Buy
14,183
+311
+2% +$14.6K 0.32% 39
2025
Q3 		$649K Buy
13,872
+2,520
+22% +$112K 0.32% 39
2025
Q2 		$485K Buy
11,352
+970
+9% +$39.1K 0.26% 41
2025
Q1 		$409K Buy
10,382
+19
+0.2% +$745 0.24% 45
2024
Q4 		$398K Buy
10,363
+661
+7% +$26.6K 0.19% 53
2024
Q3 		$400K Sell
9,702
-926
-9% -$35.5K 0.2% 48
2024
Q2 		$400K Buy
10,628
+151
+1% +$5.62K 0.21% 48
2024
Q1 		$379K Buy
+10,477
New +$369K 0.2% 51
2022
Q2 		– Sell
-6,072
Closed -$235K – 46
2022
Q1 		$235K Buy
6,072
+64
+1% +$2.58K 0.17% 43
2021
Q4 		$249K Buy
6,008
+865
+17% +$37K 0.17% 38
2021
Q3 		$219K Buy
+5,143
New +$223K 0.14% 37

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

Private Wealth Group's SPEM Position: Q3 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.5% in Q3 2026, buying an estimated $78.1K and bringing the position to 17,281 shares worth $894K. The position accounts for 0.34% of the portfolio, ranked #32.

Private Wealth Group first reported a position in SPEM in Q3 2021 and has held it in 14 quarters since. 635 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Private Wealth Group held 17,281 shares of State Street SPDR Portfolio Emerging Markets ETF worth $894K as of Q3 2026.
  • Private Wealth Group bought 1,506 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $78.1K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.34% of Private Wealth Group's portfolio in Q3 2026, its #32 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and has held it in 14 quarters since.
  • 635 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.