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

Financial Plan Inc’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
Q1 		$315K Sell
6,719
-680
-9% -$33.1K 0.03% 78
2025
Q4 		$346K Buy
+7,399
New +$348K 0.04% 72

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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 Plan Inc's SPEM Position: Q1 2026 in Review

Financial Plan Inc reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.2% in Q1 2026, selling an estimated $33.1K and leaving 6,719 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #78.

Financial Plan Inc first reported a position in SPEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $346K in Q4 2025. 1,001 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Financial Plan Inc held 6,719 shares of State Street SPDR Portfolio Emerging Markets ETF worth $315K as of Q1 2026.
  • Financial Plan Inc sold 680 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $33.1K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Financial Plan Inc's portfolio in Q1 2026, its #78 holding.
  • Financial Plan Inc first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's State Street SPDR Portfolio Emerging Markets ETF position peaked at $346K in Q4 2025.
  • 1,001 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.