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

Comprehensive Financial Planning’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	$5.49K	Hold	106	–	–	﹤0.01%	322
2026 Q1	$4.97K	Hold	106	–	–	﹤0.01%	306
2025 Q4	$4.96K	Hold	106	–	–	﹤0.01%	309
2025 Q3	$4.96K	Hold	106	–	–	﹤0.01%	275
2025 Q2	$4.53K	Hold	106	–	–	﹤0.01%	266
2025 Q1	$4.17K	Hold	106	–	–	﹤0.01%	257
2024 Q4	$4.07K	Buy	+106	New	+$4.26K	﹤0.01%	292

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 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Comprehensive Financial Planning's SPEM Position: Q2 2026 in Review

Comprehensive Financial Planning held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 106 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Comprehensive Financial Planning first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Comprehensive Financial Planning held 106 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.49K as of Q2 2026.
Comprehensive Financial Planning left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #322 holding.
Comprehensive Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.