Colton Groome Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Colton Groome Financial Advisors’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	$3.33M	Sell	64,303 -3,738	-5%	-$191K	0.81%	27
2026 Q1	$3.19M	Sell	68,041 -1,202	-2%	-$58.6K	0.91%	26
2025 Q4	$3.24M	Sell	69,243 -1,154	-2%	-$54.3K	0.93%	27
2025 Q3	$3.3M	Sell	70,397 -177	-0.3%	-$7.87K	1.01%	23
2025 Q2	$3.02M	Buy	70,574 +1,511	+2%	+$61K	1.02%	24
2025 Q1	$2.72M	Buy	69,063 +11,147	+19%	+$437K	1.06%	24
2024 Q4	$2.22M	Buy	57,916 +6,367	+12%	+$256K	0.85%	29
2024 Q3	$2.13M	Sell	51,549 -3,973	-7%	-$152K	0.8%	31
2024 Q2	$2.09M	Sell	55,522 -6,452	-10%	-$240K	0.82%	30
2024 Q1	$2.24M	Sell	61,974 -17,306	-22%	-$609K	0.9%	30
2023 Q4	$2.81M	Sell	79,280 -30,448	-28%	-$1.04M	1.22%	23
2023 Q3	$3.68M	Sell	109,728 -19,104	-15%	-$660K	1.84%	13
2023 Q2	$4.43M	Sell	128,832 -18,267	-12%	-$625K	2.08%	13
2023 Q1	$5.02M	Buy	147,099 +67,051	+84%	+$2.31M	2.39%	10
2022 Q4	$2.64M	Buy	80,048 +8,560	+12%	+$277K	1.29%	23
2022 Q3	$2.22M	Sell	71,488 -21,913	-23%	-$746K	1.13%	23
2022 Q2	$3.25M	Sell	93,401 -76,558	-45%	-$2.76M	1.62%	18
2022 Q1	$6.57M	Buy	+169,959	New	+$6.85M	3.04%	11
2021 Q4	–	Sell	-13,022	Closed	-$554K	–	110
2021 Q3	$554K	Buy	13,022 +391	+3%	+$17K	0.24%	61
2021 Q2	$575K	Buy	12,631 +2,051	+19%	+$91.8K	0.26%	61
2021 Q1	$463K	Sell	10,580 -106,146	-91%	-$4.74M	0.26%	40
2020 Q4	$4.92M	Buy	116,726 +15,307	+15%	+$608K	3.17%	14
2020 Q3	$3.71M	Sell	101,419 -730	-0.7%	-$26.6K	2.6%	13
2020 Q2	$3.42M	Buy	+102,149	New	+$3.2M	2.49%	11

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

Colton Groome Financial Advisors's SPEM Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.5% in Q2 2026, selling an estimated $191K and leaving 64,303 shares worth $3.33M. The position accounts for 0.81% of the portfolio, ranked #27.

Colton Groome Financial Advisors first reported a position in SPEM in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.57M in Q1 2022. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Colton Groome Financial Advisors held 64,303 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.33M as of Q2 2026.
Colton Groome Financial Advisors sold 3,738 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $191K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.81% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #27 holding.
Colton Groome Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
Colton Groome Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.57M in Q1 2022.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.