WFAG
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Wescott Financial Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Wescott Financial Advisory Group’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 		$431K Buy
9,178
+1,781
+24% +$86.8K 0.04% 136
2025
Q4 		$346K Buy
+7,397
New +$348K 0.03% 148

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Wescott Financial Advisory Group's SPEM Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 24% in Q1 2026, buying an estimated $86.8K and bringing the position to 9,178 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #136.

Wescott Financial Advisory Group first reported a position in SPEM in Q4 2025 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Wescott Financial Advisory Group held 9,178 shares of State Street SPDR Portfolio Emerging Markets ETF worth $431K as of Q1 2026.
  • Wescott Financial Advisory Group bought 1,781 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $86.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #136 holding.
  • Wescott Financial Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.