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

SkyOak 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	$495K	Buy	9,552 +13	+0.1%	+$665	0.08%	139
2026 Q1	$447K	Sell	9,539 -40	-0.4%	-$1.95K	0.08%	138
2025 Q4	$448K	Buy	9,579 +1	+0%	+$47	0.08%	137
2025 Q3	$448K	Sell	9,578 -63	-0.7%	-$2.8K	0.08%	131
2025 Q2	$412K	Buy	9,641 +554	+6%	+$22.4K	0.08%	142
2025 Q1	$358K	Sell	9,087 -276	-3%	-$10.8K	0.08%	145
2024 Q4	$359K	Buy	9,363 +1,248	+15%	+$50.2K	0.08%	149
2024 Q3	$335K	Buy	8,115 +612	+8%	+$23.5K	0.07%	152
2024 Q2	$283K	Hold	7,503	–	–	0.07%	184
2024 Q1	$272K	Sell	7,503 -1,044	-12%	-$36.7K	0.07%	203
2023 Q4	$303K	Buy	8,547 +2,179	+34%	+$74.1K	0.08%	180
2023 Q3	$214K	Hold	6,368	–	–	0.06%	212
2023 Q2	$219K	Buy	+6,368	New	+$218K	0.06%	212
2020 Q1	–	Sell	-50,713	Closed	-$1.91M	–	283
2019 Q4	$1.91M	Buy	+50,713	New	+$1.83M	0.59%	43

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

SkyOak Wealth's SPEM Position: Q2 2026 in Review

SkyOak Wealth increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.14% in Q2 2026, buying an estimated $665 and bringing the position to 9,552 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #139.

SkyOak Wealth first reported a position in SPEM in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.91M in Q4 2019. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

SkyOak Wealth held 9,552 shares of State Street SPDR Portfolio Emerging Markets ETF worth $495K as of Q2 2026.
SkyOak Wealth bought 13 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $665.
State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of SkyOak Wealth's portfolio in Q2 2026, its #139 holding.
SkyOak Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 14 quarters since.
SkyOak Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.91M in Q4 2019.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.