SWM
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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Schwallier Wealth Management's SPEM Position: Q1 2026 in Review

Schwallier Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2% in Q1 2026, selling an estimated $80.2K and leaving 79,618 shares worth $3.73M. The position accounts for 2.73% of the portfolio, ranked #11.

Schwallier Wealth Management first reported a position in SPEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.03M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Schwallier Wealth Management held 79,618 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.73M as of Q1 2026.
  • Schwallier Wealth Management sold 1,647 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $80.2K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.73% of Schwallier Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Schwallier Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 5 quarters since.
  • Schwallier Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.03M in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.