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

Convergence 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 Q2	$1,000K	Buy	+19,312	New	+$988K	0.08%	126
2026 Q1	–	Sell	-11,375	Closed	-$532K	–	230
2025 Q4	$532K	Sell	11,375 -142	-1%	-$6.68K	0.08%	117
2025 Q3	$539K	Sell	11,517 -177	-2%	-$7.87K	0.08%	119
2025 Q2	$500K	Sell	11,694 -462	-4%	-$18.6K	0.09%	113
2025 Q1	$479K	Sell	12,156 -1,455	-11%	-$57.1K	0.09%	98
2024 Q4	$522K	Sell	13,611 -860	-6%	-$34.6K	0.1%	90
2024 Q3	$597K	Sell	14,471 -146	-1%	-$5.6K	0.13%	83
2024 Q2	$551K	Buy	14,617 +4,726	+48%	+$176K	0.15%	83
2024 Q1	$358K	Sell	9,891 -9,747	-50%	-$343K	0.15%	39
2023 Q4	$695K	Buy	19,638 +12,825	+188%	+$436K	0.31%	21
2023 Q3	$229K	Sell	6,813 -8,429	-55%	-$291K	0.14%	31
2023 Q2	$524K	Buy	15,242 +5,391	+55%	+$184K	0.32%	20
2023 Q1	$336K	Sell	9,851 -55,472	-85%	-$1.91M	0.25%	21
2022 Q4	$2.15M	Buy	+65,323	New	+$2.12M	1.91%	12

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

Convergence Financial's SPEM Position: Q2 2026 in Review

Convergence Financial opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 19,312 shares worth $1,000K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Convergence Financial previously reported a position in SPEM as recently as Q4 2025.

Convergence Financial first reported a position in SPEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.15M in Q4 2022. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Convergence Financial held 19,312 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1,000K as of Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Convergence Financial position in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Convergence Financial's portfolio in Q2 2026, its #126 holding.
Convergence Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Convergence Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.15M in Q4 2022.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.