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 Q3	$13.4M	Sell	258,481 -2,625	-1%	-$136K	1.91%	10
2026 Q2	$13.5M	Buy	261,106 +12,194	+5%	+$624K	1.94%	10
2026 Q1	$11.7M	Buy	248,912 +36,363	+17%	+$1.77M	1.89%	10
2025 Q4	$9.9M	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%	-$10K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Affiance Financial's SPEM Position: Q3 2026 in Review

Affiance Financial reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1% in Q3 2026, selling an estimated $136K and leaving 258,481 shares worth $13.4M. The position accounts for 1.91% of the portfolio, ranked #10.

Affiance Financial first reported a position in SPEM in Q4 2018 and has held it in 23 quarters since. The position peaked at $13.5M in Q2 2026. 268 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Affiance Financial held 258,481 shares of State Street SPDR Portfolio Emerging Markets ETF worth $13.4M as of Q3 2026.
Affiance Financial sold 2,625 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $136K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.91% of Affiance Financial's portfolio in Q3 2026, its #10 holding.
Affiance Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 23 quarters since.
Affiance Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $13.5M in Q2 2026.
268 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.