WFA of San Diego’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

WFA of San Diego’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	–	Sell	-1,347	Closed	-$63.2K	–	332
2026 Q1	$63.2K	Hold	1,347	–	–	0.05%	168
2025 Q4	$63.1K	Hold	1,347	–	–	0.05%	178
2025 Q3	$63.1K	Sell	1,347 -16	-1%	-$711	0.04%	176
2025 Q2	$58.3K	Buy	+1,363	New	+$55K	0.04%	184
2024 Q3	$65.1K	Hold	1,578	–	–	0.05%	161
2024 Q2	$59.4K	Buy	+1,578	New	+$58.8K	0.05%	163
2023 Q3	$65.7K	Sell	1,958 -6	-0.3%	-$207	0.07%	146
2023 Q2	$67.5K	Buy	+1,964	New	+$67.2K	0.07%	144
2023 Q1	–	Sell	-2,428	Closed	-$80K	–	371
2022 Q4	$80K	Buy	+2,428	New	+$78.7K	0.06%	150
2022 Q3	–	Sell	-2,455	Closed	-$85K	–	348
2022 Q2	$85K	Buy	+2,455	New	+$88.7K	0.07%	130
2021 Q4	–	Sell	-2,449	Closed	-$104K	–	174
2021 Q3	$104K	Buy	+2,449	New	+$106K	0.07%	141

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 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WFA of San Diego's SPEM Position: Q2 2026 in Review

WFA of San Diego sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026, closing a stake of 1,347 shares — an estimated $63.2K sold.

WFA of San Diego first reported a position in SPEM in Q3 2021 and held it in 11 quarters. The position peaked at $104K in Q3 2021. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

WFA of San Diego reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 1,347 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $63.2K.
WFA of San Diego first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and held it in 11 quarters.
WFA of San Diego's State Street SPDR Portfolio Emerging Markets ETF position peaked at $104K in Q3 2021.
1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.