Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$4.53M	Buy	87,528 +1,256	+1%	+$64.2K	3.63%	8
2026 Q1	$4.05M	Buy	86,272 +239	+0.3%	+$11.6K	3.58%	8
2025 Q4	$4.03M	Sell	86,033 -3,256	-4%	-$153K	3.62%	8
2025 Q3	$4.18M	Sell	89,289 -1,286	-1%	-$57.2K	3.86%	8
2025 Q2	$3.87M	Buy	90,575 +253	+0.3%	+$10.2K	3.78%	8
2025 Q1	$3.56M	Buy	90,322 +16,533	+22%	+$648K	3.76%	8
2024 Q4	$2.83M	Buy	+73,789	New	+$2.97M	3.08%	7

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

Stonehaven Wealth & Tax Solutions's SPEM Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.5% in Q2 2026, buying an estimated $64.2K and bringing the position to 87,528 shares worth $4.53M. The position accounts for 3.63% of the portfolio, ranked #8.

Stonehaven Wealth & Tax Solutions first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 87,528 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.53M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 1,256 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $64.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 3.63% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #8 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.