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WA
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
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
$147B AUM
18.73%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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