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

Triad Wealth Partners’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	$324K	Buy	6,336 +743	+13%	+$38K	0.02%	433
2026 Q1	$262K	Sell	5,593 -647	-10%	-$31.5K	0.02%	419
2025 Q4	$292K	Sell	6,240 -61	-1%	-$2.87K	0.03%	388
2025 Q3	$295K	Buy	+6,301	New	+$280K	0.04%	295
2025 Q2	–	Sell	-6,262	Closed	-$247K	–	295
2025 Q1	$247K	Buy	+6,262	New	+$246K	0.08%	179
2024 Q3	–	Sell	-482	Closed	-$18.2K	–	776
2024 Q2	$18.2K	Buy	+482	New	+$17.9K	0.01%	365

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

Triad Wealth Partners's SPEM Position: Q2 2026 in Review

Triad Wealth Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 13% in Q2 2026, buying an estimated $38K and bringing the position to 6,336 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #433.

Triad Wealth Partners first reported a position in SPEM in Q2 2024 and has held it in 6 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Triad Wealth Partners held 6,336 shares of State Street SPDR Portfolio Emerging Markets ETF worth $324K as of Q2 2026.
Triad Wealth Partners bought 743 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $38K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #433 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 6 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.