Acorn Financial Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Acorn Financial Advisory Services’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	$2.69M	Buy	51,897 +542	+1%	+$27.7K	0.36%	38
2026 Q1	$2.41M	Buy	51,355 +1,927	+4%	+$93.9K	0.33%	36
2025 Q4	$2.31M	Sell	49,428 -2,653	-5%	-$125K	0.34%	36
2025 Q3	$2.44M	Buy	52,081 +1,626	+3%	+$72.3K	0.37%	35
2025 Q2	$2.16M	Sell	50,455 -3,229	-6%	-$130K	0.35%	37
2025 Q1	$2.11M	Sell	53,684 -7,986	-13%	-$313K	0.38%	30
2024 Q4	$2.37M	Sell	61,670 -7,722	-11%	-$311K	0.39%	35
2024 Q3	$2.86M	Sell	69,392 -1,764	-2%	-$67.6K	0.51%	25
2024 Q2	$2.68M	Sell	71,156 -945	-1%	-$35.2K	0.5%	25
2024 Q1	$2.61M	Sell	72,101 -45,155	-39%	-$1.59M	0.49%	26
2023 Q4	$4.13M	Sell	117,256 -23,156	-16%	-$788K	0.72%	16
2023 Q3	$4.71M	Buy	140,412 +10,522	+8%	+$364K	0.84%	16
2023 Q2	$4.47M	Buy	129,890 +8,492	+7%	+$290K	0.79%	16
2023 Q1	$4.14M	Buy	121,398 +8,316	+7%	+$286K	0.81%	16
2022 Q4	$3.73M	Buy	113,082 +5,049	+5%	+$164K	0.79%	14
2022 Q3	$3.35M	Buy	108,033 +15,792	+17%	+$537K	0.8%	16
2022 Q2	$3.21M	Buy	92,241 +12,275	+15%	+$443K	0.76%	16
2022 Q1	$3.09M	Buy	79,966 +14,668	+22%	+$591K	0.62%	19
2021 Q4	$2.71M	Buy	65,298 +7,831	+14%	+$335K	0.54%	23
2021 Q3	$2.44M	Buy	57,467 +4,743	+9%	+$206K	0.76%	25
2021 Q2	$2.4M	Buy	52,724 +12,108	+30%	+$542K	0.71%	26
2021 Q1	$1.78M	Buy	40,616 +2,934	+8%	+$131K	0.65%	38
2020 Q4	$1.59M	Buy	37,682 +7,228	+24%	+$287K	0.62%	38
2020 Q3	$1.11M	Buy	30,454 +9,164	+43%	+$334K	0.58%	47
2020 Q2	$712K	Buy	21,290 +3,301	+18%	+$103K	0.5%	64
2020 Q1	$512K	Buy	17,989 +3,077	+21%	+$106K	0.51%	68
2019 Q4	$561K	Buy	+14,912	New	+$537K	0.47%	72

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 22.9% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Acorn Financial Advisory Services's SPEM Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.1% in Q2 2026, buying an estimated $27.7K and bringing the position to 51,897 shares worth $2.69M. The position accounts for 0.36% of the portfolio, ranked #38.

Acorn Financial Advisory Services first reported a position in SPEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.71M in Q3 2023. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Acorn Financial Advisory Services held 51,897 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.69M as of Q2 2026.
Acorn Financial Advisory Services bought 542 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $27.7K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.36% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #38 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.71M in Q3 2023.
1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.