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Richard W. Paul & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Richard W. Paul & Associates’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 		$470K Buy
9,085
+489
+6% +$25K 0.14% 117
2026
Q1 		$403K Buy
8,596
+128
+2% +$6.24K 0.14% 131
2025
Q4 		$396K Sell
8,468
-1,294
-13% -$60.9K 0.13% 129
2025
Q3 		$457K Sell
9,762
-1,399
-13% -$62.2K 0.16% 124
2025
Q2 		$477K Sell
11,161
-3,918
-26% -$158K 0.17% 119
2025
Q1 		$594K Sell
15,079
-455
-3% -$17.8K 0.23% 100
2024
Q4 		$596K Sell
15,534
-1,962
-11% -$78.9K 0.22% 114
2024
Q3 		$722K Sell
17,496
-285
-2% -$10.9K 0.26% 104
2024
Q2 		$670K Buy
17,781
+1,149
+7% +$42.8K 0.26% 103
2024
Q1 		$602K Sell
16,632
-1,246
-7% -$43.8K 0.24% 104
2023
Q4 		$633K Sell
17,878
-787
-4% -$26.8K 0.27% 101
2023
Q3 		$627K Buy
18,665
+929
+5% +$32.1K 0.29% 91
2023
Q2 		$610K Buy
17,736
+2,965
+20% +$101K 0.27% 100
2023
Q1 		$504K Buy
14,771
+618
+4% +$21.3K 0.23% 104
2022
Q4 		$466K Buy
+14,153
New +$458K 0.23% 100

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

Richard W. Paul & Associates's SPEM Position: Q2 2026 in Review

Richard W. Paul & Associates increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.7% in Q2 2026, buying an estimated $25K and bringing the position to 9,085 shares worth $470K. The position accounts for 0.14% of the portfolio, ranked #117.

Richard W. Paul & Associates first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $722K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Richard W. Paul & Associates held 9,085 shares of State Street SPDR Portfolio Emerging Markets ETF worth $470K as of Q2 2026.
  • Richard W. Paul & Associates bought 489 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $25K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.14% of Richard W. Paul & Associates's portfolio in Q2 2026, its #117 holding.
  • Richard W. Paul & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $722K in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.