BFM
SPEM icon

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

Broadview 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 		$806K Sell
15,563
-407
-3% -$20.8K 0.49% 31
2026
Q1 		$749K Sell
15,970
-156
-1% -$7.6K 0.51% 30
2025
Q4 		$755K Buy
16,126
+192
+1% +$9.04K 0.51% 30
2025
Q3 		$746K Sell
15,934
-163
-1% -$7.25K 0.5% 29
2025
Q2 		$688K Buy
16,097
+119
+0.7% +$4.8K 0.47% 31
2025
Q1 		$629K Buy
15,978
+315
+2% +$12.4K 0.47% 30
2024
Q4 		$601K Sell
15,663
-11,340
-42% -$456K 0.43% 32
2024
Q3 		$1.11M Buy
27,003
+5,299
+24% +$203K 0.75% 26
2024
Q2 		$818K Buy
21,704
+2,269
+12% +$84.5K 0.6% 30
2024
Q1 		$703K Sell
19,435
-62
-0.3% -$2.18K 0.51% 30
2023
Q4 		$690K Sell
19,497
-2,246
-10% -$76.4K 0.53% 30
2023
Q3 		$730K Hold
21,743
– – 0.68% 25
2023
Q2 		$748K Buy
21,743
+56
+0.3% +$1.92K 0.64% 26
2023
Q1 		$740K Sell
21,687
-593
-3% -$20.4K 0.65% 26
2022
Q4 		$734K Buy
22,280
+960
+5% +$31.1K 0.66% 28
2022
Q3 		$662K Sell
21,320
-1,277
-6% -$43.5K 0.66% 27
2022
Q2 		$786K Sell
22,597
-1,673
-7% -$60.4K 0.73% 26
2022
Q1 		$938K Sell
24,270
-1,000
-4% -$40.3K 0.7% 30
2021
Q4 		$1.05M Sell
25,270
-37
-0.1% -$1.58K 0.75% 28
2021
Q3 		$1.08M Buy
25,307
+607
+2% +$26.4K 0.83% 25
2021
Q2 		$1.12M Buy
24,700
+189
+0.8% +$8.46K 0.85% 25
2021
Q1 		$1.07M Hold
24,511
– – 0.83% 26
2020
Q4 		$1.03M Sell
24,511
-227
-0.9% -$9.01K 0.79% 31
2020
Q3 		$904K Sell
24,738
-8,124
-25% -$296K 0.76% 30
2020
Q2 		$1.1M Buy
32,862
+9,744
+42% +$305K 0.88% 26
2020
Q1 		$658K Buy
23,118
+619
+3% +$21.3K 0.59% 31
2019
Q4 		$846K Buy
22,499
+247
+1% +$8.9K 0.59% 31
2019
Q3 		$763K Buy
22,252
+234
+1% +$8.12K 0.57% 30
2019
Q2 		$788K Sell
22,018
-325
-1% -$11.5K 0.59% 30
2019
Q1 		$799K Sell
22,343
-82
-0.4% -$2.85K 0.62% 30
2018
Q4 		$726K Buy
+22,425
New +$739K 0.65% 27

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Broadview Financial Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.5% in Q2 2026, selling an estimated $20.8K and leaving 15,563 shares worth $806K. The position accounts for 0.49% of the portfolio, ranked #31.

Broadview Financial Management first reported a position in SPEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.12M in Q2 2021. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Broadview Financial Management held 15,563 shares of State Street SPDR Portfolio Emerging Markets ETF worth $806K as of Q2 2026.
  • Broadview Financial Management sold 407 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $20.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.49% of Broadview Financial Management's portfolio in Q2 2026, its #31 holding.
  • Broadview Financial Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
  • Broadview Financial Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.12M in Q2 2021.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.