WealthPlan Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

WealthPlan Investment Management’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	$539K	Buy	10,401 +325	+3%	+$16.6K	0.03%	306
2026 Q1	$473K	Hold	10,076	–	–	0.03%	310
2025 Q4	$472K	Hold	10,076	–	–	0.03%	263
2025 Q3	$472K	Hold	10,076	–	–	0.03%	232
2025 Q2	$431K	Buy	10,076 +1,455	+17%	+$58.7K	0.03%	253
2025 Q1	$339K	Buy	8,621 +62	+0.7%	+$2.43K	0.03%	210
2024 Q4	$328K	Buy	8,559 +155	+2%	+$6.23K	0.03%	211
2024 Q3	$347K	Buy	+8,404	New	+$322K	0.04%	188
2023 Q1	–	Sell	-7,227	Closed	-$253K	–	554
2022 Q4	$253K	Buy	7,227 +468	+7%	+$15.2K	0.02%	337
2022 Q3	$229K	Buy	+6,759	New	+$230K	0.02%	332
2022 Q1	$242K	Buy	+6,658	New	+$268K	0.02%	350

Other funds holding SPEM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

WealthPlan Investment Management's SPEM Position: Q2 2026 in Review

WealthPlan Investment Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.2% in Q2 2026, buying an estimated $16.6K and bringing the position to 10,401 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #306.

WealthPlan Investment Management first reported a position in SPEM in Q1 2022 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

WealthPlan Investment Management held 10,401 shares of State Street SPDR Portfolio Emerging Markets ETF worth $539K as of Q2 2026.
WealthPlan Investment Management bought 325 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $16.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #306 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.