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

SOA Wealth Advisors’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 		$3.9M Sell
75,326
-5,978
-7% -$306K 0.66% 30
2026
Q1 		$3.81M Buy
81,304
+917
+1% +$44.7K 0.72% 29
2025
Q4 		$3.76M Buy
80,387
+3,919
+5% +$184K 0.64% 31
2025
Q3 		$3.58M Buy
76,468
+22,465
+42% +$999K 0.61% 31
2025
Q2 		$2.31M Buy
54,003
+17,097
+46% +$690K 0.43% 48
2025
Q1 		$1.45M Buy
36,906
+774
+2% +$30.4K 0.3% 58
2024
Q4 		$1.39M Buy
36,132
+5,322
+17% +$214K 0.26% 63
2024
Q3 		$1.27M Buy
30,810
+1,486
+5% +$57K 0.24% 67
2024
Q2 		$1.1M Buy
29,324
+4,901
+20% +$183K 0.22% 70
2024
Q1 		$884K Buy
24,423
+1,126
+5% +$39.6K 0.18% 73
2023
Q4 		$825K Buy
23,297
+2,337
+11% +$79.5K 0.18% 72
2023
Q3 		$704K Sell
20,960
-652
-3% -$22.5K 0.17% 70
2023
Q2 		$743K Buy
21,612
+2,246
+12% +$76.8K 0.17% 68
2023
Q1 		$661K Buy
19,366
+2,997
+18% +$103K 0.16% 71
2022
Q4 		$540K Buy
16,369
+13,919
+568% +$451K 0.15% 84
2022
Q3 		$76K Buy
2,450
+2,058
+525% +$70K 0.02% 222
2022
Q2 		$13K Buy
+392
New +$14.2K ﹤0.01% 459

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SOA Wealth Advisors's SPEM Position: Q2 2026 in Review

SOA Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7.4% in Q2 2026, selling an estimated $306K and leaving 75,326 shares worth $3.9M. The position accounts for 0.66% of the portfolio, ranked #30.

SOA Wealth Advisors first reported a position in SPEM in Q2 2022 and has held it in 17 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • SOA Wealth Advisors held 75,326 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.9M as of Q2 2026.
  • SOA Wealth Advisors sold 5,978 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $306K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.66% of SOA Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • SOA Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.