Topel & Distasi Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Topel & Distasi 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 Q2	$1.33M	Sell	25,612 -9,810	-28%	-$502K	0.64%	31
2026 Q1	$1.66M	Sell	35,422 -4,562	-11%	-$222K	0.86%	29
2025 Q4	$1.87M	Sell	39,984 -1,686	-4%	-$79.4K	0.91%	29
2025 Q3	$1.95M	Hold	41,670	–	–	0.96%	30
2025 Q2	$1.78M	Hold	41,670	–	–	0.93%	30
2025 Q1	$1.64M	Sell	41,670 -1,245	-3%	-$48.8K	0.77%	34
2024 Q4	$1.65M	Hold	42,915	–	–	0.71%	35
2024 Q3	$1.77M	Hold	42,915	–	–	0.73%	35
2024 Q2	$1.62M	Hold	42,915	–	–	0.71%	34
2024 Q1	$1.55M	Hold	42,915	–	–	0.69%	34
2023 Q4	$1.52M	Hold	42,915	–	–	0.72%	34
2023 Q3	$1.44M	Hold	42,915	–	–	0.76%	36
2023 Q2	$1.48M	Hold	42,915	–	–	0.74%	36
2023 Q1	$1.46M	Hold	42,915	–	–	0.76%	36
2022 Q4	$1.41M	Buy	+42,915	New	+$1.39M	0.79%	33

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

Topel & Distasi Wealth Management's SPEM Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 28% in Q2 2026, selling an estimated $502K and leaving 25,612 shares worth $1.33M. The position accounts for 0.64% of the portfolio, ranked #31.

Topel & Distasi Wealth Management first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.95M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Topel & Distasi Wealth Management held 25,612 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.33M as of Q2 2026.
Topel & Distasi Wealth Management sold 9,810 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $502K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.64% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #31 holding.
Topel & Distasi Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Topel & Distasi Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.95M in Q3 2025.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.