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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

SkyOak Wealth's SPEM Position: Q1 2026 in Review

SkyOak Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.42% in Q1 2026, selling an estimated $1.95K and leaving 9,539 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #138.

SkyOak Wealth first reported a position in SPEM in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.91M in Q4 2019. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • SkyOak Wealth held 9,539 shares of State Street SPDR Portfolio Emerging Markets ETF worth $447K as of Q1 2026.
  • SkyOak Wealth sold 40 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.95K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of SkyOak Wealth's portfolio in Q1 2026, its #138 holding.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 13 quarters since.
  • SkyOak Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.91M in Q4 2019.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.