AF
SPEM icon

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

Affiance Financial’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 		$13.5M Buy
261,106
+12,194
+5% +$624K 1.95% 10
2026
Q1 		$11.7M Buy
248,912
+36,363
+17% +$1.77M 1.89% 10
2025
Q4 		$9.95M Buy
212,549
+16,551
+8% +$779K 1.6% 13
2025
Q3 		$9.17M Buy
195,998
+11,399
+6% +$507K 1.67% 12
2025
Q2 		$7.89M Buy
184,599
+23,030
+14% +$929K 1.6% 13
2025
Q1 		$6.36M Buy
161,569
+5,582
+4% +$219K 1.48% 13
2024
Q4 		$5.99M Buy
155,987
+9,324
+6% +$375K 1.43% 12
2024
Q3 		$6.05M Buy
146,663
+9,563
+7% +$367K 1.47% 12
2024
Q2 		$5.16M Buy
137,100
+8,706
+7% +$324K 1.35% 15
2024
Q1 		$4.65M Buy
128,394
+19,985
+18% +$703K 1.26% 16
2023
Q4 		$3.84M Buy
108,409
+57,459
+113% +$1.95M 1.12% 17
2023
Q3 		$1.71M Buy
50,950
+10,977
+27% +$379K 0.87% 24
2023
Q2 		$1.37M Buy
39,973
+8,024
+25% +$274K 0.67% 31
2023
Q1 		$1.09M Buy
+31,949
New +$1.1M 0.58% 38
2020
Q4 		– Sell
-1,581
Closed -$58K – 142
2020
Q3 		$58K Hold
1,581
– – 0.03% 112
2020
Q2 		$53K Hold
1,581
– – 0.03% 108
2020
Q1 		$45K Sell
1,581
-2,562
-62% -$88.1K 0.03% 99
2019
Q4 		$156K Sell
4,143
-5,575
-57% -$201K 0.09% 95
2019
Q3 		$333K Sell
9,718
-1,084
-10% -$37.6K 0.2% 73
2019
Q2 		$387K Sell
10,802
-281
-3% -$9.96K 0.24% 66
2019
Q1 		$396K Sell
11,083
-111,827
-91% -$3.89M 0.25% 64
2018
Q4 		$3.98M Buy
+122,910
New +$4.05M 2.63% 9

Other funds holding SPEM

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return