WBH Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

WBH Advisory’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	$6.89M	Buy	133,067 +12,976	+11%	+$664K	0.46%	50
2026 Q1	$5.65M	Buy	120,091 +18,060	+18%	+$880K	0.42%	51
2025 Q4	$4.78M	Buy	102,031 +10,058	+11%	+$473K	0.35%	57
2025 Q3	$4.31M	Buy	91,973 +5,289	+6%	+$235K	0.33%	60
2025 Q2	$3.7M	Buy	86,684 +36,107	+71%	+$1.46M	0.32%	65
2025 Q1	$1.99M	Buy	50,577 +1,926	+4%	+$75.5K	0.19%	97
2024 Q4	$1.87M	Buy	48,651 +2,124	+5%	+$85.4K	0.17%	102
2024 Q3	$1.92M	Buy	46,527 +671	+1%	+$25.7K	0.18%	99
2024 Q2	$1.73M	Buy	45,856 +192	+0.4%	+$7.15K	0.17%	102
2024 Q1	$1.65M	Sell	45,664 -501	-1%	-$17.6K	0.17%	104
2023 Q4	$1.63M	Buy	46,165 +7,042	+18%	+$240K	0.18%	103
2023 Q3	$1.31M	Sell	39,123 -1,971	-5%	-$68.1K	0.16%	117
2023 Q2	$1.41M	Buy	41,094 +3,391	+9%	+$116K	0.17%	116
2023 Q1	$1.29M	Buy	+37,703	New	+$1.3M	0.16%	129
2022 Q3	$567K	Buy	18,280 +4,579	+33%	+$156K	0.08%	187
2022 Q2	$463K	Buy	+13,701	New	+$495K	0.06%	205

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

WBH Advisory's SPEM Position: Q2 2026 in Review

WBH Advisory increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q2 2026, buying an estimated $664K and bringing the position to 133,067 shares worth $6.89M. The position accounts for 0.46% of the portfolio, ranked #50.

WBH Advisory first reported a position in SPEM in Q2 2022 and has held it in 16 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

WBH Advisory held 133,067 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.89M as of Q2 2026.
WBH Advisory bought 12,976 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $664K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.46% of WBH Advisory's portfolio in Q2 2026, its #50 holding.
WBH Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 16 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.