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James T. Borello RIA’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

James T. Borello RIA’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 		$5.92M Buy
114,394
+6,624
+6% +$344K 1.23% 20
2026
Q2 		$5.58M Buy
107,770
+10,570
+11% +$541K 1.21% 21
2026
Q1 		$4.56M Buy
97,200
+1,793
+2% +$87.4K 1.15% 20
2025
Q4 		$4.47M Buy
95,407
+3,374
+4% +$159K 1.15% 20
2025
Q3 		$4.31M Buy
92,033
+1,351
+1% +$60.1K 1.17% 20
2025
Q2 		$3.88M Buy
90,682
+6,942
+8% +$280K 1.13% 22
2025
Q1 		$3.3M Buy
83,740
+4,226
+5% +$166K 1.06% 24
2024
Q4 		$3.05M Buy
79,514
+5,418
+7% +$218K 1.14% 23
2024
Q3 		$3.06M Buy
74,096
+1,369
+2% +$52.5K 1.24% 20
2024
Q2 		$2.74M Buy
72,727
+235
+0.3% +$8.75K 1.21% 20
2024
Q1 		$2.62M Buy
72,492
+41,142
+131% +$1.45M 1.2% 19
2023
Q4 		$1.11M Buy
+31,350
New +$1.07M 0.91% 22

Other funds holding SPEM

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
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
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

James T. Borello RIA's SPEM Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.1% in Q3 2026, buying an estimated $344K and bringing the position to 114,394 shares worth $5.92M. The position accounts for 1.23% of the portfolio, ranked #20.

James T. Borello RIA first reported a position in SPEM in Q4 2023 and has held it in 12 quarters since. 175 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • James T. Borello RIA held 114,394 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.92M as of Q3 2026.
  • James T. Borello RIA bought 6,624 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $344K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.23% of James T. Borello RIA's portfolio in Q3 2026, its #20 holding.
  • James T. Borello RIA first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.