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

WCG 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 		$53.5M Buy
1,032,371
+13,423
+1% +$687K 1.27% 14
2026
Q1 		$47.8M Buy
1,018,948
+28,455
+3% +$1.39M 1.34% 13
2025
Q4 		$46.4M Buy
990,493
+641,898
+184% +$30.2M 1.3% 16
2025
Q3 		$16.3M Sell
348,595
-41,645
-11% -$1.85M 1.02% 25
2025
Q2 		$16.7M Buy
390,240
+5,038
+1% +$203K 1.08% 23
2025
Q1 		$15.2M Sell
385,202
-59,130
-13% -$2.32M 1.15% 20
2024
Q4 		$17M Buy
444,332
+3,746
+0.9% +$151K 1.13% 23
2024
Q3 		$18.2M Sell
440,586
-27,055
-6% -$1.04M 1.23% 18
2024
Q2 		$17.6M Buy
467,641
+32,444
+7% +$1.21M 1.3% 18
2024
Q1 		$15.8M Sell
435,197
-147,786
-25% -$5.2M 1.32% 20
2023
Q4 		$20.6M Sell
582,983
-93,349
-14% -$3.17M 1.52% 14
2023
Q3 		$23M Buy
676,332
+47,518
+8% +$1.64M 1.68% 11
2023
Q2 		$21.6M Buy
628,814
+183,367
+41% +$6.27M 2.53% 9
2023
Q1 		$15.2M Buy
445,447
+29,056
+7% +$999K 1.95% 15
2022
Q4 		$13.7M Buy
416,391
+37,301
+10% +$1.21M 1.88% 16
2022
Q3 		$12.7M Sell
379,090
-10,103
-3% -$344K 1.67% 16
2022
Q2 		$13.5M Buy
+389,193
New +$14.1M 1.88% 13

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

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

WCG Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.3% in Q2 2026, buying an estimated $687K and bringing the position to 1,032,371 shares worth $53.5M. The position accounts for 1.27% of the portfolio, ranked #14.

WCG Wealth Advisors first reported a position in SPEM in Q2 2022 and has held it in 17 quarters since. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • WCG Wealth Advisors held 1,032,371 shares of State Street SPDR Portfolio Emerging Markets ETF worth $53.5M as of Q2 2026.
  • WCG Wealth Advisors bought 13,423 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $687K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.27% of WCG Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • WCG Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.