SIMA Wealth Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

SIMA Wealth Partners’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	$350K	Hold	6,752	–	–	0.25%	39
2026 Q1	$317K	Sell	6,752 -1	-0%	-$49	0.24%	40
2025 Q4	$316K	Buy	6,753 +279	+4%	+$13.1K	0.24%	37
2025 Q3	$303K	Hold	6,474	–	–	0.23%	40
2025 Q2	$277K	Sell	6,474 -1,438	-18%	-$58K	0.22%	40
2025 Q1	$311K	Hold	7,912	–	–	0.26%	39
2024 Q4	$304K	Sell	7,912 -1	-0%	-$40	0.26%	39
2024 Q3	$327K	Hold	7,913	–	–	0.28%	35
2024 Q2	$298K	Buy	+7,913	New	+$295K	0.28%	37

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

SIMA Wealth Partners's SPEM Position: Q2 2026 in Review

SIMA Wealth Partners held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 6,752 shares worth $350K. The position accounts for 0.25% of the portfolio, ranked #39.

SIMA Wealth Partners first reported a position in SPEM in Q2 2024 and has held it in 9 quarters since. 1,026 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

SIMA Wealth Partners held 6,752 shares of State Street SPDR Portfolio Emerging Markets ETF worth $350K as of Q2 2026.
SIMA Wealth Partners left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.25% of SIMA Wealth Partners's portfolio in Q2 2026, its #39 holding.
SIMA Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
1,026 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.