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

Simplicity Wealth’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	$9.62M	Buy	185,837 +60,469	+48%	+$3.09M	0.32%	69
2026 Q1	$5.88M	Buy	125,368 +24,043	+24%	+$1.17M	0.33%	65
2025 Q4	$4.74M	Buy	101,325 +16,136	+19%	+$760K	0.28%	80
2025 Q3	$3.99M	Sell	85,189 -42,327	-33%	-$1.88M	0.23%	99
2025 Q2	$5.45M	Buy	127,516 +120,324	+1,673%	+$4.86M	0.23%	101
2025 Q1	$283K	Sell	7,192 -28,903	-80%	-$1.13M	0.02%	433
2024 Q4	$1.38M	Sell	36,095 -19,565	-35%	-$787K	0.29%	63
2024 Q3	$2.3M	Buy	55,660 +130	+0.2%	+$4.99K	0.21%	100
2024 Q2	$2.09M	Buy	55,530 +25,350	+84%	+$944K	0.05%	351
2024 Q1	$1.09M	Buy	30,180 +19,895	+193%	+$700K	0.03%	491
2023 Q4	$364K	Buy	+10,285	New	+$350K	0.14%	126
2023 Q3	–	Sell	-5,912	Closed	-$203K	–	99
2023 Q2	$203K	Buy	+5,912	New	+$202K	0.13%	75
2022 Q4	–	Sell	-36,237	Closed	-$1.13M	–	81
2022 Q3	$1.13M	Sell	36,237 -1,282	-3%	-$43.6K	1.51%	22
2022 Q2	$1.3M	Sell	37,519 -16,389	-30%	-$592K	1.9%	17
2022 Q1	$2.08M	Sell	53,908 -64,951	-55%	-$2.62M	2.03%	20
2021 Q4	$4.93M	Buy	+118,859	New	+$5.08M	2.66%	13

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

Simplicity Wealth's SPEM Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 48% in Q2 2026, buying an estimated $3.09M and bringing the position to 185,837 shares worth $9.62M. The position accounts for 0.32% of the portfolio, ranked #69.

Simplicity Wealth first reported a position in SPEM in Q4 2021 and has held it in 16 quarters since. 751 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Simplicity Wealth held 185,837 shares of State Street SPDR Portfolio Emerging Markets ETF worth $9.62M as of Q2 2026.
Simplicity Wealth bought 60,469 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $3.09M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.32% of Simplicity Wealth's portfolio in Q2 2026, its #69 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
751 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.