Western Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Western Wealth Management’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	$7.97M	Buy	153,947 +17,203	+13%	+$880K	0.26%	78
2026 Q1	$6.41M	Buy	136,744 +69,677	+104%	+$3.39M	0.24%	79
2025 Q4	$3.14M	Buy	67,067 +1,135	+2%	+$53.4K	0.14%	140
2025 Q3	$3.09M	Buy	65,932 +654	+1%	+$29.1K	0.16%	120
2025 Q2	$2.79M	Buy	65,278 +9,709	+17%	+$392K	0.17%	121
2025 Q1	$2.19M	Sell	55,569 -21,684	-28%	-$850K	0.14%	141
2024 Q4	$2.96M	Buy	77,253 +6,277	+9%	+$252K	0.16%	127
2024 Q3	$2.93M	Sell	70,976 -3,401	-5%	-$130K	0.17%	122
2024 Q2	$2.8M	Buy	74,377 +3,861	+5%	+$144K	0.21%	95
2024 Q1	$2.55M	Sell	70,516 -7,824	-10%	-$275K	0.2%	106
2023 Q4	$2.77M	Buy	78,340 +26,092	+50%	+$887K	0.2%	100
2023 Q3	$1.75M	Sell	52,248 -69,249	-57%	-$2.39M	0.15%	148
2023 Q2	$4.18M	Buy	121,497 +1,962	+2%	+$67.1K	0.36%	56
2023 Q1	$4.08M	Buy	119,535 +87,570	+274%	+$3.01M	0.38%	56
2022 Q4	$1.05M	Sell	31,965 -25,928	-45%	-$840K	0.11%	210
2022 Q3	$1.79M	Buy	57,893 +1,834	+3%	+$62.4K	0.1%	199
2022 Q2	$1.95M	Sell	56,059 -3,722	-6%	-$134K	0.11%	186
2022 Q1	$2.31M	Buy	59,781 +31,740	+113%	+$1.28M	0.11%	184
2021 Q4	$1.16M	Buy	+28,041	New	+$1.2M	0.11%	172
2021 Q2	$942K	Buy	20,733 +2,406	+13%	+$108K	0.1%	217
2021 Q1	$802K	Buy	18,327 +1,687	+10%	+$75.4K	0.11%	193
2020 Q4	$702K	Buy	16,640 +4,787	+40%	+$190K	0.1%	202
2020 Q3	$433K	Buy	11,853 +129	+1%	+$4.71K	0.07%	264
2020 Q2	$392K	Buy	11,724 +2,447	+26%	+$76.5K	0.07%	265
2020 Q1	$265K	Sell	9,277 -5,849	-39%	-$201K	0.06%	289
2019 Q4	$543K	Buy	15,126 +5,210	+53%	+$188K	0.08%	221
2019 Q3	$340K	Sell	9,916 -7,293	-42%	-$253K	0.07%	268
2019 Q2	$599K	Buy	17,209 +7,452	+76%	+$264K	0.08%	198
2019 Q1	$350K	Buy	9,757 +668	+7%	+$23.3K	0.08%	259
2018 Q4	$294K	Buy	+9,089	New	+$300K	0.08%	256

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

Western Wealth Management's SPEM Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 13% in Q2 2026, buying an estimated $880K and bringing the position to 153,947 shares worth $7.97M. The position accounts for 0.26% of the portfolio, ranked #78.

Western Wealth Management first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Western Wealth Management held 153,947 shares of State Street SPDR Portfolio Emerging Markets ETF worth $7.97M as of Q2 2026.
Western Wealth Management bought 17,203 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $880K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.26% of Western Wealth Management's portfolio in Q2 2026, its #78 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.