WFM
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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
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 		$2.31M 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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wolff Financial Management's SPEM Position: Q2 2026 in Review

Wolff Financial Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.5% in Q2 2026, buying an estimated $94.9K and bringing the position to 128,626 shares worth $6.66M. 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 20 quarters since. 262 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Wolff Financial Management held 128,626 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.66M as of Q2 2026.
  • Wolff Financial Management bought 1,856 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $94.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.33% of Wolff Financial Management's portfolio in Q2 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 20 quarters since.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.