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

Whalen 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
Q3 		$233K Buy
4,495
+95
+2% +$4.93K 0.1% 192
2026
Q2 		$228K Buy
+4,400
New +$225K 0.1% 186

Other funds holding SPEM

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Whalen Wealth Management's SPEM Position: Q3 2026 in Review

Whalen Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.2% in Q3 2026, buying an estimated $4.93K and bringing the position to 4,495 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #192.

Whalen Wealth Management first reported a position in SPEM in Q2 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Whalen Wealth Management held 4,495 shares of State Street SPDR Portfolio Emerging Markets ETF worth $233K as of Q3 2026.
  • Whalen Wealth Management bought 95 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $4.93K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of Whalen Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Whalen Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.