Upper Left Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Upper Left 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	$1.14M	Sell	21,939 -311	-1%	-$15.9K	0.63%	38
2026 Q1	$1.04M	Sell	22,250 -1,122	-5%	-$54.7K	0.62%	34
2025 Q4	$1.09M	Sell	23,372 -135	-0.6%	-$6.36K	0.67%	35
2025 Q3	$1.1M	Sell	23,507 -492	-2%	-$21.9K	0.69%	34
2025 Q2	$1.03M	Buy	23,999 +4,932	+26%	+$199K	0.68%	35
2025 Q1	$751K	Sell	19,067 -3,232	-14%	-$127K	0.54%	38
2024 Q4	$856K	Sell	22,299 -120	-0.5%	-$4.83K	0.73%	37
2024 Q3	$865K	Hold	22,419	–	–	0.76%	37
2024 Q2	$845K	Buy	22,419 +2,028	+10%	+$75.5K	0.76%	35
2024 Q1	$738K	Sell	20,391 -1,653	-7%	-$58.2K	0.68%	36
2023 Q4	$781K	Buy	22,044 +3,211	+17%	+$109K	0.76%	34
2023 Q3	$632K	Sell	18,833 -503	-3%	-$17.4K	0.66%	34
2023 Q2	$665K	Sell	19,336 -91	-0.5%	-$3.11K	0.74%	35
2023 Q1	$663K	Sell	19,427 -2,071	-10%	-$71.2K	0.75%	34
2022 Q4	$709K	Buy	+21,498	New	+$696K	0.84%	33
2022 Q1	–	Sell	-21,483	Closed	-$902K	–	56
2021 Q4	$902K	Buy	+21,483	New	+$918K	0.9%	27

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Upper Left Wealth Management's SPEM Position: Q2 2026 in Review

Upper Left Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.4% in Q2 2026, selling an estimated $15.9K and leaving 21,939 shares worth $1.14M. The position accounts for 0.63% of the portfolio, ranked #38.

Upper Left Wealth Management first reported a position in SPEM in Q4 2021 and has held it in 16 quarters since. 232 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Upper Left Wealth Management held 21,939 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.14M as of Q2 2026.
Upper Left Wealth Management sold 311 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $15.9K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.63% of Upper Left Wealth Management's portfolio in Q2 2026, its #38 holding.
Upper Left Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.