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

Wealthcare Advisory Partners’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	$2.38M	Sell	45,909 -4,704	-9%	-$241K	0.05%	319
2026 Q1	$2.37M	Sell	50,613 -5,435	-10%	-$265K	0.05%	333
2025 Q4	$2.62M	Sell	56,048 -12,325	-18%	-$580K	0.05%	295
2025 Q3	$3.2M	Sell	68,373 -5,673	-8%	-$252K	0.07%	241
2025 Q2	$3.16M	Sell	74,046 -865	-1%	-$34.9K	0.07%	230
2025 Q1	$2.95M	Sell	74,911 -30,227	-29%	-$1.19M	0.08%	218
2024 Q4	$4.03M	Buy	105,138 +12,166	+13%	+$489K	0.11%	159
2024 Q3	$3.84M	Buy	92,972 +1,552	+2%	+$59.5K	0.11%	165
2024 Q2	$3.44M	Sell	91,420 -867	-0.9%	-$32.3K	0.11%	153
2024 Q1	$3.34M	Sell	92,287 -28,104	-23%	-$989K	0.11%	159
2023 Q4	$4.26M	Sell	120,391 -111,508	-48%	-$3.79M	0.17%	102
2023 Q3	$7.78M	Buy	231,899 +8,399	+4%	+$290K	0.36%	57
2023 Q2	$7.68M	Sell	223,500 -11,555	-5%	-$395K	0.34%	54
2023 Q1	$8.02M	Buy	235,055 +42,903	+22%	+$1.48M	0.34%	56
2022 Q4	$6.33M	Buy	192,152 +24,001	+14%	+$778K	0.3%	62
2022 Q3	$5.22M	Buy	168,151 +44,380	+36%	+$1.51M	0.3%	72
2022 Q2	$4.3M	Buy	123,771 +55,052	+80%	+$1.99M	0.26%	65
2022 Q1	$2.65M	Buy	68,719 +8,057	+13%	+$325K	0.16%	79
2021 Q4	$2.52M	Buy	60,662 +2,475	+4%	+$106K	0.15%	87
2021 Q3	$2.48M	Buy	58,187 +5,719	+11%	+$248K	0.16%	86
2021 Q2	$2.39M	Buy	52,468 +8,153	+18%	+$365K	0.16%	89
2021 Q1	$1.94M	Buy	44,315 +5,898	+15%	+$264K	0.14%	93
2020 Q4	$1.62M	Buy	38,417 +8,452	+28%	+$335K	0.14%	89
2020 Q3	$1.1M	Buy	29,965 +11,200	+60%	+$409K	0.12%	112
2020 Q2	$628K	Buy	18,765 +2,359	+14%	+$73.8K	0.08%	149
2020 Q1	$467K	Buy	+16,406	New	+$564K	0.07%	159
2017 Q3	–	Sell	-136	Closed	-$5K	–	923
2017 Q2	$5K	Buy	+136	New	+$4.47K	﹤0.01%	90

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealthcare Advisory Partners's SPEM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.3% in Q2 2026, selling an estimated $241K and leaving 45,909 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #319.

Wealthcare Advisory Partners first reported a position in SPEM in Q2 2017 and has held it in 27 quarters since. The position peaked at $8.02M in Q1 2023. 251 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Wealthcare Advisory Partners held 45,909 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.38M as of Q2 2026.
Wealthcare Advisory Partners sold 4,704 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $241K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #319 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2017 and has held it in 27 quarters since.
Wealthcare Advisory Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $8.02M in Q1 2023.
251 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.