Burney Company’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Burney Company’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	$373K	Buy	7,203 +2,672	+59%	+$137K	0.01%	503
2026 Q1	$213K	Hold	4,531	–	–	0.01%	559
2025 Q4	$212K	Hold	4,531	–	–	0.01%	585
2025 Q3	$212K	Buy	+4,531	New	+$201K	0.01%	559
2024 Q3	–	Sell	-6,023	Closed	-$227K	–	615
2024 Q2	$227K	Sell	6,023 -41	-0.7%	-$1.53K	0.01%	555
2024 Q1	$219K	Sell	6,064 -185	-3%	-$6.51K	0.01%	565
2023 Q4	$221K	Buy	6,249 +147	+2%	+$5K	0.01%	548
2023 Q3	$205K	Buy	+6,102	New	+$211K	0.01%	545

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 22.96% 1-Year Est. Return

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

Burney Company's SPEM Position: Q2 2026 in Review

Burney Company increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 59% in Q2 2026, buying an estimated $137K and bringing the position to 7,203 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #503.

Burney Company first reported a position in SPEM in Q3 2023 and has held it in 8 quarters since. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Burney Company held 7,203 shares of State Street SPDR Portfolio Emerging Markets ETF worth $373K as of Q2 2026.
Burney Company bought 2,672 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $137K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #503 holding.
Burney Company first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 8 quarters since.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.