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 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 $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

Schwallier Wealth Management's SPEM Position: Q2 2026 in Review

Schwallier Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 85% in Q2 2026, selling an estimated $3.45M and leaving 12,141 shares worth $629K. The position accounts for 0.4% of the portfolio, ranked #37.

Schwallier Wealth Management first reported a position in SPEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.03M in Q3 2025. 1,034 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Schwallier Wealth Management held 12,141 shares of State Street SPDR Portfolio Emerging Markets ETF worth $629K as of Q2 2026.
Schwallier Wealth Management sold 67,477 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $3.45M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.4% of Schwallier Wealth Management's portfolio in Q2 2026, its #37 holding.
Schwallier Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
Schwallier Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.03M in Q3 2025.
1,034 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.