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 Q3	$409K	Hold	7,904	–	–	0.11%	78
2026 Q2	$409K	Sell	7,904 -1	-0%	-$51	0.1%	81
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Sterling Wealth Management's SPEM Position: Q3 2026 in Review

Sterling Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q3 2026 at 7,904 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #78.

Sterling Wealth Management first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $507K in Q4 2023. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Sterling Wealth Management held 7,904 shares of State Street SPDR Portfolio Emerging Markets ETF worth $409K as of Q3 2026.
Sterling Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.11% of Sterling Wealth Management's portfolio in Q3 2026, its #78 holding.
Sterling Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Sterling Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $507K in Q4 2023.
321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.