Sherman Wealth Management
SPEM icon

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

Sherman 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 		$2.28M Buy
44,135
+2,172
+5% +$113K 1.62% 16
2026
Q2 		$2.17M Buy
41,963
+2,001
+5% +$102K 1.64% 16
2026
Q1 		$1.87M Buy
39,962
+2,487
+7% +$121K 1.61% 16
2025
Q4 		$1.75M Buy
+37,475
New +$1.76M 1.52% 17

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

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

Sherman Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.2% in Q3 2026, buying an estimated $113K and bringing the position to 44,135 shares worth $2.28M. The position accounts for 1.62% of the portfolio, ranked #16.

Sherman Wealth Management first reported a position in SPEM in Q4 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Sherman Wealth Management held 44,135 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.28M as of Q3 2026.
  • Sherman Wealth Management bought 2,172 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $113K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.62% of Sherman Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Sherman Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.