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

Strategies 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	$583K	Buy	11,255 +1,115	+11%	+$57K	0.05%	107
2026 Q1	$476K	Hold	10,140	–	–	0.05%	105
2025 Q4	$475K	Sell	10,140 -1,918	-16%	-$90.3K	0.05%	103
2025 Q3	$564K	Hold	12,058	–	–	0.06%	98
2025 Q2	$515K	Buy	12,058 +147	+1%	+$5.93K	0.06%	100
2025 Q1	$469K	Sell	11,911 -676	-5%	-$26.5K	0.06%	97
2024 Q4	$498K	Sell	12,587 -5,962	-32%	-$240K	0.06%	81
2024 Q3	$766K	Sell	18,549 -3,573	-16%	-$137K	0.1%	52
2024 Q2	$833K	Sell	22,122 -2,747	-11%	-$102K	0.12%	44
2024 Q1	$900K	Sell	24,869 -30,099	-55%	-$1.06M	0.14%	42
2023 Q4	$1.95M	Sell	54,968 -369,929	-87%	-$12.6M	0.33%	32
2023 Q3	$14.3M	Buy	+424,897	New	+$14.7M	2.8%	11

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

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

Strategies Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q2 2026, buying an estimated $57K and bringing the position to 11,255 shares worth $583K. The position accounts for 0.05% of the portfolio, ranked #107.

Strategies Wealth Advisors first reported a position in SPEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q3 2023. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Strategies Wealth Advisors held 11,255 shares of State Street SPDR Portfolio Emerging Markets ETF worth $583K as of Q2 2026.
Strategies Wealth Advisors bought 1,115 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $57K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Strategies Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Strategies Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
Strategies Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $14.3M in Q3 2023.
1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.