Weitzel Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Weitzel Financial Services’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 Q3	$300K	Sell	5,793 -2,393	-29%	-$124K	0.1%	43
2026 Q2	$418K	Hold	8,186	–	–	0.14%	36
2026 Q1	$384K	Buy	8,186 +377	+5%	+$18.4K	0.14%	35
2025 Q4	$373K	Buy	7,809 +2,195	+39%	+$103K	0.14%	36
2025 Q3	$260K	Hold	5,614	–	–	0.11%	42
2025 Q2	$246K	Buy	+5,614	New	+$227K	0.1%	43
2023 Q3	–	Sell	-6,507	Closed	-$224K	–	39
2023 Q2	$224K	Sell	6,507 -738	-10%	-$25.2K	0.13%	37
2023 Q1	$249K	Sell	7,245 -61,281	-89%	-$2.11M	0.15%	31
2022 Q4	$2.26M	Buy	68,526 +1,194	+2%	+$38.7K	1.44%	15
2022 Q3	$2.09M	Buy	67,332 +4,428	+7%	+$151K	1.47%	15
2022 Q2	$2.19M	Sell	62,904 -6,169	-9%	-$223K	1.48%	15
2022 Q1	$2.67M	Buy	69,073 +2,123	+3%	+$85.5K	1.71%	13
2021 Q4	$2.78M	Buy	66,950 +410	+0.6%	+$17.5K	1.68%	14
2021 Q3	$2.83M	Buy	66,540 +1,498	+2%	+$65K	1.84%	12
2021 Q2	$2.83M	Sell	65,042 -2,801	-4%	-$125K	1.87%	11
2021 Q1	$2.91M	Buy	67,843 +6,767	+11%	+$302K	2.04%	10
2020 Q4	$2.88M	Buy	+61,076	New	+$2.42M	2.15%	11

Other funds holding SPEM

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Weitzel Financial Services's SPEM Position: Q3 2026 in Review

Weitzel Financial Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 29% in Q3 2026, selling an estimated $124K and leaving 5,793 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #43.

Weitzel Financial Services first reported a position in SPEM in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.91M in Q1 2021. 211 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Weitzel Financial Services held 5,793 shares of State Street SPDR Portfolio Emerging Markets ETF worth $300K as of Q3 2026.
Weitzel Financial Services sold 2,393 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $124K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of Weitzel Financial Services's portfolio in Q3 2026, its #43 holding.
Weitzel Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 17 quarters since.
Weitzel Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.91M in Q1 2021.
211 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.