Walkner Condon Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Walkner Condon Financial 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	$2.73M	Sell	52,790 -5,923	-10%	-$303K	0.31%	64
2026 Q1	$2.75M	Sell	58,713 -2,823	-5%	-$138K	0.36%	60
2025 Q4	$2.88M	Buy	61,536 +1,891	+3%	+$89K	0.4%	59
2025 Q3	$2.79M	Sell	59,645 -2,553	-4%	-$114K	0.44%	53
2025 Q2	$2.66M	Sell	62,198 -9,886	-14%	-$399K	0.49%	50
2025 Q1	$2.84M	Sell	72,084 -261,325	-78%	-$10.2M	0.57%	45
2024 Q4	$12.8M	Sell	333,409 -7,987	-2%	-$321K	2.6%	8
2024 Q3	$14.1M	Buy	341,396 +18,713	+6%	+$718K	2.88%	7
2024 Q2	$12.2M	Buy	322,683 +17,436	+6%	+$649K	2.62%	6
2024 Q1	$11M	Buy	305,247 +31,658	+12%	+$1.11M	2.34%	8
2023 Q4	$9.69M	Buy	273,589 +20,330	+8%	+$691K	2.21%	10
2023 Q3	$8.5M	Buy	253,259 +1,643	+0.7%	+$56.8K	2.25%	9
2023 Q2	$8.65M	Buy	251,616 +8,789	+4%	+$301K	2.29%	9
2023 Q1	$8.29M	Buy	242,827 +15,594	+7%	+$536K	2.32%	9
2022 Q4	$7.49M	Sell	227,233 -16,496	-7%	-$534K	2.24%	10
2022 Q3	$7.57M	Buy	243,729 +8,491	+4%	+$289K	2.44%	6
2022 Q2	$8.18M	Sell	235,238 -2,321	-1%	-$83.8K	2.56%	7
2022 Q1	$9.18M	Buy	+237,559	New	+$9.57M	2.61%	7
2021 Q3	–	Sell	-185,372	Closed	-$8.45M	–	169
2021 Q2	$8.45M	Buy	185,372 +50,430	+37%	+$2.26M	3.1%	7
2021 Q1	$5.91M	Sell	134,942 -8,073	-6%	-$361K	2.3%	10
2020 Q4	$6.03M	Buy	143,015 +2,861	+2%	+$114K	2.6%	10
2020 Q3	$5.12M	Buy	140,154 +656	+0.5%	+$23.9K	2.74%	8
2020 Q2	$4.67M	Sell	139,498 -1,266	-0.9%	-$39.6K	4.11%	7
2020 Q1	$4.01M	Buy	140,764 +36,407	+35%	+$1.25M	4.28%	7
2019 Q4	$3.92M	Buy	+104,357	New	+$3.76M	3.78%	6

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

Walkner Condon Financial Advisors's SPEM Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 10% in Q2 2026, selling an estimated $303K and leaving 52,790 shares worth $2.73M. The position accounts for 0.31% of the portfolio, ranked #64.

Walkner Condon Financial Advisors first reported a position in SPEM in Q4 2019 and has held it in 25 quarters since. The position peaked at $14.1M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Walkner Condon Financial Advisors held 52,790 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.73M as of Q2 2026.
Walkner Condon Financial Advisors sold 5,923 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $303K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.31% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #64 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 25 quarters since.
Walkner Condon Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $14.1M in Q3 2024.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.