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

Valued 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 		$851K Sell
16,436
-4,344
-21% -$222K 0.31% 25
2026
Q1 		$975K Sell
20,780
-870
-4% -$42.4K 0.4% 24
2025
Q4 		$1.01M Sell
21,650
-474
-2% -$22.3K 0.45% 21
2025
Q3 		$1.04M Sell
22,124
-298
-1% -$13.2K 0.48% 20
2025
Q2 		$958K Sell
22,422
-218
-1% -$8.8K 0.5% 20
2025
Q1 		$891K Buy
22,640
+2,651
+13% +$104K 0.53% 19
2024
Q4 		$767K Buy
19,989
+885
+5% +$35.6K 0.48% 20
2024
Q3 		$789K Buy
19,104
+2,455
+15% +$94.1K 0.51% 19
2024
Q2 		$627K Buy
16,649
+146
+0.9% +$5.44K 0.43% 22
2024
Q1 		$597K Sell
16,503
-769
-4% -$27.1K 0.42% 23
2023
Q4 		$580K Buy
+17,272
New +$587K 0.54% 20

Other funds holding SPEM

Envestnet Portfolio Solutions
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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Valued Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 21% in Q2 2026, selling an estimated $222K and leaving 16,436 shares worth $851K. The position accounts for 0.31% of the portfolio, ranked #25.

Valued Wealth Advisors first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2025. 360 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Valued Wealth Advisors held 16,436 shares of State Street SPDR Portfolio Emerging Markets ETF worth $851K as of Q2 2026.
  • Valued Wealth Advisors sold 4,344 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $222K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.31% of Valued Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Valued Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.04M in Q3 2025.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.