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

Towerpoint Wealth’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	$1.06M	Sell	20,542 -133	-0.6%	-$6.8K	0.37%	48
2026 Q1	$970K	Sell	20,675 -544	-3%	-$26.5K	0.39%	44
2025 Q4	$993K	Sell	21,219 -576	-3%	-$27.1K	0.39%	42
2025 Q3	$1.02M	Buy	21,795 +21	+0.1%	+$934	0.42%	43
2025 Q2	$931K	Buy	21,774 +9,986	+85%	+$403K	0.41%	42
2025 Q1	$464K	Sell	11,788 -849	-7%	-$33.3K	0.23%	54
2024 Q4	$485K	Sell	12,637 -302	-2%	-$12.1K	0.24%	51
2024 Q3	$534K	Buy	12,939 +59	+0.5%	+$2.26K	0.25%	50
2024 Q2	$485K	Sell	12,880 -470	-4%	-$17.5K	0.24%	48
2024 Q1	$483K	Sell	13,350 -1,035	-7%	-$36.4K	0.24%	49
2023 Q4	$509K	Sell	14,385 -180	-1%	-$6.12K	0.28%	50
2023 Q3	$489K	Sell	14,565 -1,145	-7%	-$39.6K	0.29%	49
2023 Q2	$540K	Sell	15,710 -1,243	-7%	-$42.5K	0.3%	48
2023 Q1	$579K	Buy	16,953 +120	+0.7%	+$4.13K	0.33%	48
2022 Q4	$555K	Buy	+16,833	New	+$545K	0.32%	50
2019 Q4	–	Sell	-81	Closed	-$3K	–	79
2019 Q3	$3K	Buy	+81	New	+$2.81K	﹤0.01%	83

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Towerpoint Wealth's SPEM Position: Q2 2026 in Review

Towerpoint Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.64% in Q2 2026, selling an estimated $6.8K and leaving 20,542 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #48.

Towerpoint Wealth first reported a position in SPEM in Q3 2019 and has held it in 16 quarters since. 297 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Towerpoint Wealth held 20,542 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.06M as of Q2 2026.
Towerpoint Wealth sold 133 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $6.8K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.37% of Towerpoint Wealth's portfolio in Q2 2026, its #48 holding.
Towerpoint Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and has held it in 16 quarters since.
297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.