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Walsh & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Walsh & Associates’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 		$6.55M Buy
126,568
+8,037
+7% +$411K 5.35% 5
2026
Q1 		$5.56M Buy
118,531
+1,742
+1% +$84.9K 5.51% 5
2025
Q4 		$5.47M Buy
+116,789
New +$5.5M 5.39% 5

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Walsh & Associates's SPEM Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.8% in Q2 2026, buying an estimated $411K and bringing the position to 126,568 shares worth $6.55M. The position accounts for 5.35% of the portfolio, ranked #5.

Walsh & Associates first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Walsh & Associates held 126,568 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.55M as of Q2 2026.
  • Walsh & Associates bought 8,037 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $411K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 5.35% of Walsh & Associates's portfolio in Q2 2026, its #5 holding.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.