West Wealth Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

West Wealth 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 Q3	$16.4M	Sell	316,839 -9,567	-3%	-$496K	2.54%	12
2026 Q2	$16.9M	Sell	326,406 -82,252	-20%	-$4.21M	2.77%	9
2026 Q1	$19.2M	Sell	408,658 -118,679	-23%	-$5.78M	3.79%	8
2025 Q4	$24.7M	Buy	527,337 +56,767	+12%	+$2.67M	5.12%	8
2025 Q3	$22.1M	Buy	470,570 +112,158	+31%	+$4.99M	4.98%	8
2025 Q2	$15.6M	Buy	358,412 +134,500	+60%	+$5.43M	3.88%	8
2025 Q1	$8.85M	Buy	223,912 +133,291	+147%	+$5.23M	2.62%	12
2024 Q4	$3.48M	Buy	90,621 +9,793	+12%	+$394K	1.04%	17
2024 Q3	$3.34M	Sell	80,828 -52,544	-39%	-$2.01M	1.08%	15
2024 Q2	$5.02M	Buy	133,372 +78,184	+142%	+$2.91M	1.78%	13
2024 Q1	$2M	Buy	+55,188	New	+$1.94M	0.74%	22

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

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

West Wealth Group's SPEM Position: Q3 2026 in Review

West Wealth Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.9% in Q3 2026, selling an estimated $496K and leaving 316,839 shares worth $16.4M. The position accounts for 2.54% of the portfolio, ranked #12.

West Wealth Group first reported a position in SPEM in Q1 2024 and has held it in 11 quarters since. The position peaked at $24.7M in Q4 2025. 211 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

West Wealth Group held 316,839 shares of State Street SPDR Portfolio Emerging Markets ETF worth $16.4M as of Q3 2026.
West Wealth Group sold 9,567 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $496K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.54% of West Wealth Group's portfolio in Q3 2026, its #12 holding.
West Wealth Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 11 quarters since.
West Wealth Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $24.7M in Q4 2025.
211 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.