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

Creative Financial Designs’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	$6.7M	Sell	129,408 -5,304	-4%	-$271K	0.32%	70
2026 Q1	$6.32M	Sell	134,712 -635	-0.5%	-$30.9K	0.38%	60
2025 Q4	$6.34M	Sell	135,347 -4,145	-3%	-$195K	0.4%	57
2025 Q3	$6.53M	Buy	139,492 +6,410	+5%	+$285K	0.44%	51
2025 Q2	$5.69M	Buy	133,082 +178	+0.1%	+$7.18K	0.41%	53
2025 Q1	$5.23M	Buy	132,904 +15,823	+14%	+$621K	0.42%	49
2024 Q4	$4.49M	Buy	117,081 +8,406	+8%	+$338K	0.37%	63
2024 Q3	$4.49M	Buy	108,675 +2,189	+2%	+$83.9K	0.38%	59
2024 Q2	$4.01M	Sell	106,486 -93,144	-47%	-$3.47M	0.36%	60
2024 Q1	$7.22M	Buy	199,630 +13,964	+8%	+$491K	0.68%	35
2023 Q4	$6.57M	Buy	185,666 +6,904	+4%	+$235K	0.67%	37
2023 Q3	$6M	Buy	178,762 +6,258	+4%	+$216K	0.7%	33
2023 Q2	$5.93M	Buy	172,504 +27,827	+19%	+$951K	0.7%	34
2023 Q1	$4.94M	Sell	144,677 -26,214	-15%	-$902K	0.65%	36
2022 Q4	$5.63M	Buy	170,891 +109,057	+176%	+$3.53M	0.83%	29
2022 Q3	$1.92M	Sell	61,834 -6,135	-9%	-$209K	0.31%	67
2022 Q2	$2.36M	Buy	67,969 +67,169	+8,396%	+$2.43M	0.39%	59
2022 Q1	$31K	Sell	800 -13	-2%	-$524	﹤0.01%	672
2021 Q4	$34K	Hold	813	–	–	0.01%	649
2021 Q3	$35K	Sell	813 -456	-36%	-$19.8K	0.01%	701
2021 Q2	$58K	Sell	1,269 -1,733	-58%	-$77.6K	0.01%	565
2021 Q1	$131K	Sell	3,002 -5,849	-66%	-$261K	0.03%	366
2020 Q4	$373K	Buy	8,851 +220	+3%	+$8.73K	0.08%	184
2020 Q3	$316K	Sell	8,631 -1,719	-17%	-$62.7K	0.08%	188
2020 Q2	$346K	Buy	10,350 +3,203	+45%	+$100K	0.1%	142
2020 Q1	$203K	Sell	7,147 -58,719	-89%	-$2.02M	0.1%	122
2019 Q4	$2.53M	Buy	65,866 +17,607	+36%	+$635K	1.13%	25
2019 Q3	$1.64M	Buy	48,259 +5,136	+12%	+$178K	0.88%	31
2019 Q2	$1.54M	Buy	43,123 +2,859	+7%	+$101K	0.84%	31
2019 Q1	$1.44M	Buy	40,264 +39,656	+6,522%	+$1.38M	0.86%	31
2018 Q4	$20K	Buy	608 +454	+295%	+$15K	0.01%	277
2018 Q3	$5K	Hold	154	–	–	﹤0.01%	535
2018 Q2	$5K	Hold	154	–	–	﹤0.01%	556
2018 Q1	$6K	Buy	+154	New	+$6.17K	﹤0.01%	486

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

Creative Financial Designs's SPEM Position: Q2 2026 in Review

Creative Financial Designs reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.9% in Q2 2026, selling an estimated $271K and leaving 129,408 shares worth $6.7M. The position accounts for 0.32% of the portfolio, ranked #70.

Creative Financial Designs first reported a position in SPEM in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.22M in Q1 2024. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Creative Financial Designs held 129,408 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.7M as of Q2 2026.
Creative Financial Designs sold 5,304 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $271K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.32% of Creative Financial Designs's portfolio in Q2 2026, its #70 holding.
Creative Financial Designs first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 34 quarters since.
Creative Financial Designs's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.22M in Q1 2024.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.