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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$490K Buy
9,466
+288
+3% +$14.7K 0.04% 135
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

Wescott Financial Advisory Group's SPEM Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 9,466 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #135.

Wescott Financial Advisory Group first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Wescott Financial Advisory Group held 9,466 shares of State Street SPDR Portfolio Emerging Markets ETF worth $490K as of Q2 2026.
  • Wescott Financial Advisory Group bought 288 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $14.7K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #135 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 3 quarters since.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.