Rooted Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Rooted Wealth Advisors’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	$852K	Sell	16,459 -70	-0.4%	-$3.58K	0.21%	71
2026 Q1	$845K	Sell	16,529 -52	-0.3%	-$2.53K	0.22%	70
2025 Q4	$814K	Sell	16,581 -179	-1%	-$8.43K	0.23%	69
2025 Q3	$794K	Sell	16,760 -156	-0.9%	-$6.94K	0.24%	63
2025 Q2	$724K	Buy	16,916 +77	+0.5%	+$3.11K	0.25%	54
2025 Q1	$617K	Sell	16,839 -433	-3%	-$17K	0.27%	51
2024 Q4	$661K	Sell	17,272 -2,119	-11%	-$85.2K	0.26%	48
2024 Q3	$830K	Sell	19,391 -972	-5%	-$37.3K	0.37%	43
2024 Q2	$778K	Sell	20,363 -14,090	-41%	-$525K	0.34%	46
2024 Q1	$1.25M	Buy	34,453 +1,136	+3%	+$40K	0.62%	36
2023 Q4	$1.17M	Buy	33,317 +9,030	+37%	+$307K	0.61%	37
2023 Q3	$841K	Buy	24,287 +8,257	+52%	+$285K	0.52%	38
2023 Q2	$554K	Sell	16,030 -119,052	-88%	-$4.07M	0.37%	44
2023 Q1	$4.65M	Buy	135,082 +699	+0.5%	+$24K	3.45%	7
2022 Q4	$4.43M	Buy	+134,383	New	+$4.35M	3.71%	6

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

Rooted Wealth Advisors's SPEM Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.42% in Q2 2026, selling an estimated $3.58K and leaving 16,459 shares worth $852K. The position accounts for 0.21% of the portfolio, ranked #71.

Rooted Wealth Advisors first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.65M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Rooted Wealth Advisors held 16,459 shares of State Street SPDR Portfolio Emerging Markets ETF worth $852K as of Q2 2026.
Rooted Wealth Advisors sold 70 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $3.58K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.21% of Rooted Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Rooted Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Rooted Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.65M in Q1 2023.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.