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 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

West Wealth Group's SPEM Position: Q2 2026 in Review

West Wealth Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q2 2026, selling an estimated $4.21M and leaving 326,406 shares worth $16.9M. The position accounts for 2.77% of the portfolio, ranked #9.

West Wealth Group first reported a position in SPEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.7M in Q4 2025. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

West Wealth Group held 326,406 shares of State Street SPDR Portfolio Emerging Markets ETF worth $16.9M as of Q2 2026.
West Wealth Group sold 82,252 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $4.21M.
State Street SPDR Portfolio Emerging Markets ETF made up 2.77% of West Wealth Group's portfolio in Q2 2026, its #9 holding.
West Wealth Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
West Wealth Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $24.7M in Q4 2025.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.