SSWM
SPEM icon

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

Sheets Smith 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 		$1.14M Buy
22,048
+44
+0.2% +$2.25K 0.11% 176
2026
Q1 		$1.03M Buy
22,004
+1,713
+8% +$83.5K 0.12% 188
2025
Q4 		$950K Buy
20,291
+138
+0.7% +$6.5K 0.1% 185
2025
Q3 		$943K Hold
20,153
– – 0.11% 184
2025
Q2 		$861K Buy
20,153
+3,867
+24% +$156K 0.1% 191
2025
Q1 		$641K Sell
16,286
-13
-0.1% -$510 0.08% 212
2024
Q4 		$625K Sell
16,299
-1,121
-6% -$45.1K 0.08% 226
2024
Q3 		$719K Buy
17,420
+139
+0.8% +$5.33K 0.09% 197
2024
Q2 		$651K Buy
17,281
+4,183
+32% +$156K 0.08% 205
2024
Q1 		$474K Buy
13,098
+347
+3% +$12.2K 0.05% 250
2023
Q4 		$452K Buy
12,751
+1,603
+14% +$54.5K 0.06% 229
2023
Q3 		$374K Buy
11,148
+8
+0.1% +$277 0.06% 245
2023
Q2 		$383K Buy
11,140
+2,448
+28% +$83.7K 0.06% 244
2023
Q1 		$297K Buy
8,692
+336
+4% +$11.6K 0.05% 268
2022
Q4 		$275K Buy
8,356
+254
+3% +$8.23K 0.04% 265
2022
Q3 		$251K Buy
8,102
+1,154
+17% +$39.3K 0.04% 264
2022
Q2 		$242K Sell
6,948
-7,552
-52% -$273K 0.04% 268
2022
Q1 		$560K Sell
14,500
-1,094
-7% -$44.1K 0.08% 201
2021
Q4 		$647K Buy
15,594
+1,268
+9% +$54.2K 0.08% 203
2021
Q3 		$609K Buy
14,326
+78
+0.5% +$3.39K 0.08% 195
2021
Q2 		$648K Buy
14,248
+236
+2% +$10.6K 0.09% 189
2021
Q1 		$613K Buy
14,012
+329
+2% +$14.7K 0.09% 178
2020
Q4 		$577K Buy
13,683
+148
+1% +$5.87K 0.09% 185
2020
Q3 		$495K Sell
13,535
-445
-3% -$16.2K 0.09% 182
2020
Q2 		$468K Sell
13,980
-52,605
-79% -$1.65M 0.09% 160
2020
Q1 		$1.9M Buy
66,585
+58,218
+696% +$2M 0.4% 66
2019
Q4 		$315K Sell
8,367
-12,804
-60% -$461K 0.06% 263
2019
Q3 		$726K Buy
21,171
+3,660
+21% +$127K 0.15% 152
2019
Q2 		$627K Buy
17,511
+2,591
+17% +$91.8K 0.13% 169
2019
Q1 		$534K Buy
+14,920
New +$520K 0.12% 189
2018
Q4 		– Sell
-13,286
Closed -$463K – 318
2018
Q3 		$463K Sell
13,286
-544
-4% -$19.2K 0.1% 228
2018
Q2 		$489K Buy
+13,830
New +$521K 0.11% 194

Other funds holding SPEM

CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return