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 Q2	$228K	Buy	+4,400	New	+$225K	0.1%	186

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

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

Whalen Wealth Management opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 4,400 shares worth $228K. The stake represents 0.1% of the portfolio and ranks #186 among its holdings.

1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Whalen Wealth Management held 4,400 shares of State Street SPDR Portfolio Emerging Markets ETF worth $228K as of Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Whalen Wealth Management position in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of Whalen Wealth Management's portfolio in Q2 2026, its #186 holding.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

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