Wolff Financial Management
SPEM icon

Wolff Financial Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Wolff Financial 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 		$6.58M Sell
127,123
-1,503
-1% -$77.9K 1.33% 14
2026
Q2 		$6.66M Buy
128,626
+1,856
+1% +$94.9K 1.33% 14
2026
Q1 		$5.95M Buy
126,770
+5,931
+5% +$289K 1.31% 13
2025
Q4 		$5.66M Buy
120,839
+3,719
+3% +$175K 1.27% 14
2025
Q3 		$5.48M Buy
117,120
+2,110
+2% +$93.8K 1.27% 14
2025
Q2 		$4.92M Buy
115,010
+3,405
+3% +$137K 1.27% 14
2025
Q1 		$4.39M Sell
111,605
-2,038
-2% -$79.9K 1.22% 13
2024
Q4 		$4.36M Buy
113,643
+8,134
+8% +$327K 1.21% 15
2024
Q3 		$4.36M Buy
105,509
+1,633
+2% +$62.6K 1.18% 15
2024
Q2 		$3.91M Buy
103,876
+5,421
+6% +$202K 2.89% 7
2024
Q1 		$3.56M Buy
98,455
+4,806
+5% +$169K 1.04% 17
2023
Q4 		$3.32M Buy
93,649
+6,027
+7% +$205K 1.02% 17
2023
Q3 		$2.94M Buy
87,622
+3,875
+5% +$134K 1% 18
2023
Q2 		$2.88M Buy
83,747
+15,920
+23% +$544K 2.51% 7
2023
Q1 		$2.32M Buy
67,827
+23,419
+53% +$805K 0.81% 21
2022
Q4 		$1.46M Buy
44,408
+28,014
+171% +$908K 0.54% 33
2022
Q3 		$508K Buy
16,394
+3,042
+23% +$104K 0.23% 61
2022
Q2 		$464K Buy
13,352
+2,625
+24% +$94.8K 0.21% 69
2022
Q1 		$414K Buy
10,727
+211
+2% +$8.5K 0.16% 78
2021
Q4 		$436K Buy
10,516
+2,533
+32% +$108K 0.17% 80
2021
Q3 		$340K Buy
+7,983
New +$347K 0.3% 32

Other funds holding SPEM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Wolff Financial Management's SPEM Position: Q3 2026 in Review

Wolff Financial Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.2% in Q3 2026, selling an estimated $77.9K and leaving 127,123 shares worth $6.58M. The position accounts for 1.33% of the portfolio, ranked #14.

Wolff Financial Management first reported a position in SPEM in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.66M in Q2 2026. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Wolff Financial Management held 127,123 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.58M as of Q3 2026.
  • Wolff Financial Management sold 1,503 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $77.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.33% of Wolff Financial Management's portfolio in Q3 2026, its #14 holding.
  • Wolff Financial Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and has held it in 21 quarters since.
  • Wolff Financial Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.66M in Q2 2026.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.