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Morrissey Wealth Management, LLC’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Morrissey Wealth Management, LLC’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 		$230K Buy
+4,423
New +$226K 0.14% 28

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morrissey Wealth Management, LLC's SPEM Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 4,423 shares worth $230K. The stake represents 0.14% of the portfolio and ranks #28 among its holdings.

1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Morrissey Wealth Management, LLC held 4,423 shares of State Street SPDR Portfolio Emerging Markets ETF worth $230K as of Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.14% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #28 holding.
  • 1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.