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

Schwallier Wealth 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 Q3	$526K	Sell	10,162 -1,979	-16%	-$103K	0.33%	41
2026 Q2	$629K	Sell	12,141 -67,477	-85%	-$3.45M	0.4%	37
2026 Q1	$3.73M	Sell	79,618 -1,647	-2%	-$80.2K	2.73%	11
2025 Q4	$4M	Sell	81,265 -4,864	-6%	-$229K	2.55%	10
2025 Q3	$4.03M	Sell	86,129 -1,171	-1%	-$52.1K	2.52%	12
2025 Q2	$3.73M	Buy	87,300 +19,291	+28%	+$778K	2.28%	13
2025 Q1	$2.68M	Buy	+68,009	New	+$2.67M	1.98%	12

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Schwallier Wealth Management's SPEM Position: Q3 2026 in Review

Schwallier Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 16% in Q3 2026, selling an estimated $103K and leaving 10,162 shares worth $526K. The position accounts for 0.33% of the portfolio, ranked #41.

Schwallier Wealth Management first reported a position in SPEM in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.03M in Q3 2025. 635 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Schwallier Wealth Management held 10,162 shares of State Street SPDR Portfolio Emerging Markets ETF worth $526K as of Q3 2026.
Schwallier Wealth Management sold 1,979 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $103K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.33% of Schwallier Wealth Management's portfolio in Q3 2026, its #41 holding.
Schwallier Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 7 quarters since.
Schwallier Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.03M in Q3 2025.
635 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.