Whittier Trust’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Whittier Trust’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	$323K	Hold	6,220	–	–	﹤0.01%	550
2026 Q1	$292K	Hold	6,220	–	–	﹤0.01%	517
2025 Q4	$300K	Sell	6,220 -616	-9%	-$29K	﹤0.01%	526
2025 Q3	$324K	Buy	6,836 +616	+10%	+$27.4K	﹤0.01%	506
2025 Q2	$266K	Hold	6,220	–	–	﹤0.01%	604
2025 Q1	$245K	Sell	6,220 -550	-8%	-$21.6K	﹤0.01%	615
2024 Q4	$260K	Hold	6,770	–	–	﹤0.01%	609
2024 Q3	$279K	Hold	6,770	–	–	﹤0.01%	609
2024 Q2	$255K	Hold	6,770	–	–	﹤0.01%	605
2024 Q1	$245K	Hold	6,770	–	–	﹤0.01%	608
2023 Q4	$240K	Hold	6,770	–	–	﹤0.01%	609
2023 Q3	$227K	Hold	6,770	–	–	﹤0.01%	604
2023 Q2	$233K	Hold	6,770	–	–	﹤0.01%	601
2023 Q1	$231K	Hold	6,770	–	–	﹤0.01%	627
2022 Q4	$223K	Hold	6,770	–	–	﹤0.01%	623
2022 Q3	$210K	Hold	6,770	–	–	﹤0.01%	628
2022 Q2	$235K	Hold	6,770	–	–	﹤0.01%	602
2022 Q1	$262K	Hold	6,770	–	–	﹤0.01%	608
2021 Q4	$281K	Hold	6,770	–	–	﹤0.01%	602
2021 Q3	$288K	Hold	6,770	–	–	0.01%	578
2021 Q2	$308K	Hold	6,770	–	–	0.01%	570
2021 Q1	$296K	Hold	6,770	–	–	0.01%	571
2020 Q4	$285K	Hold	6,770	–	–	0.01%	528
2020 Q3	$248K	Hold	6,770	–	–	0.01%	534
2020 Q2	$226K	Hold	6,770	–	–	0.01%	518
2020 Q1	$193K	Hold	6,770	–	–	0.01%	528
2019 Q4	$254K	Hold	6,770	–	–	0.01%	518
2019 Q3	$232K	Hold	6,770	–	–	0.01%	529
2019 Q2	$242K	Hold	6,770	–	–	0.01%	501
2019 Q1	$242K	Hold	6,770	–	–	0.01%	497
2018 Q4	$219K	Sell	6,770 -150	-2%	-$4.95K	0.01%	488
2018 Q3	$241K	Hold	6,920	–	–	0.01%	479
2018 Q2	$245K	Hold	6,920	–	–	0.01%	472
2018 Q1	$272K	Hold	6,920	–	–	0.01%	460
2017 Q4	$264K	Hold	6,920	–	–	0.01%	460
2017 Q3	$251K	Hold	6,920	–	–	0.01%	456
2017 Q2	$230K	Hold	6,920	–	–	0.01%	445
2017 Q1	$222K	Hold	6,920	–	–	0.01%	449
2016 Q4	$198K	Hold	6,920	–	–	0.01%	472
2016 Q3	$210K	Hold	6,920	–	–	0.01%	448
2016 Q2	$192K	Hold	6,920	–	–	0.01%	463
2016 Q1	$189K	Sell	6,920 -2,160	-24%	-$53.8K	0.01%	457
2015 Q4	$236K	Sell	9,080 -3,310	-27%	-$91K	0.01%	436
2015 Q3	$325K	Hold	12,390	–	–	0.02%	385
2015 Q2	$399K	Hold	12,390	–	–	0.02%	381
2015 Q1	$398K	Hold	12,390	–	–	0.02%	374
2014 Q4	$389K	Hold	12,390	–	–	0.02%	363
2014 Q3	$412K	Sell	12,390 -100	-0.8%	-$3.48K	0.02%	351
2014 Q2	$422K	Hold	12,490	–	–	0.02%	349
2014 Q1	$396K	Hold	12,490	–	–	0.02%	348
2013 Q4	$404K	Hold	12,490	–	–	0.02%	342
2013 Q3	$394K	Hold	12,490	–	–	0.02%	357
2013 Q2	$372K	Buy	+12,490	New	+$400K	0.02%	355

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

Whittier Trust's SPEM Position: Q2 2026 in Review

Whittier Trust held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 6,220 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Whittier Trust first reported a position in SPEM in Q2 2013 and has held it in 53 quarters since. The position peaked at $422K in Q2 2014. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Whittier Trust held 6,220 shares of State Street SPDR Portfolio Emerging Markets ETF worth $323K as of Q2 2026.
Whittier Trust left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #550 holding.
Whittier Trust first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's State Street SPDR Portfolio Emerging Markets ETF position peaked at $422K in Q2 2014.
1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.