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

Sterling Wealth Management’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	$371K	Sell	7,905 -65	-0.8%	-$3.17K	0.1%	79
2025 Q4	$373K	Buy	7,970 +238	+3%	+$11.2K	0.11%	73
2025 Q3	$362K	Sell	7,732 -213	-3%	-$9.47K	0.11%	74
2025 Q2	$340K	Buy	+7,945	New	+$321K	0.12%	77
2024 Q4	$354K	Sell	9,219 -849	-8%	-$34.1K	0.13%	80
2024 Q3	$416K	Sell	10,068 -2,494	-20%	-$95.6K	0.16%	74
2024 Q2	$473K	Sell	12,562 -519	-4%	-$19.3K	0.22%	58
2024 Q1	$473K	Sell	13,081 -1,234	-9%	-$43.4K	0.24%	53
2023 Q4	$507K	Buy	+14,315	New	+$487K	0.29%	48

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Sterling Wealth Management's SPEM Position: Q1 2026 in Review

Sterling Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.82% in Q1 2026, selling an estimated $3.17K and leaving 7,905 shares worth $371K. The position accounts for 0.1% of the portfolio, ranked #79.

Sterling Wealth Management first reported a position in SPEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $507K in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Sterling Wealth Management held 7,905 shares of State Street SPDR Portfolio Emerging Markets ETF worth $371K as of Q1 2026.
Sterling Wealth Management sold 65 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3.17K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of Sterling Wealth Management's portfolio in Q1 2026, its #79 holding.
Sterling Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $507K in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.