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 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

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Sherman Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5% in Q2 2026, buying an estimated $102K and bringing the position to 41,963 shares worth $2.17M. The position accounts for 1.64% of the portfolio, ranked #16.

Sherman Wealth Management first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Sherman Wealth Management held 41,963 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.17M as of Q2 2026.
Sherman Wealth Management bought 2,001 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $102K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.64% of Sherman Wealth Management's portfolio in Q2 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 3 quarters since.
748 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.