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

Financial Planning Fort Collins’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	$5.26M	Sell	101,842 -7,048	-6%	-$360K	3.99%	8
2026 Q1	$5.58M	Buy	108,890 +7,842	+8%	+$382K	4.18%	7
2025 Q4	$4.73M	Buy	+101,048	New	+$4.76M	4.15%	7

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

Financial Planning Fort Collins's SPEM Position: Q2 2026 in Review

Financial Planning Fort Collins reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.5% in Q2 2026, selling an estimated $360K and leaving 101,842 shares worth $5.26M. The position accounts for 3.99% of the portfolio, ranked #8.

Financial Planning Fort Collins first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.58M in Q1 2026. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Financial Planning Fort Collins held 101,842 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.26M as of Q2 2026.
Financial Planning Fort Collins sold 7,048 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $360K.
State Street SPDR Portfolio Emerging Markets ETF made up 3.99% of Financial Planning Fort Collins's portfolio in Q2 2026, its #8 holding.
Financial Planning Fort Collins first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
Financial Planning Fort Collins's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.58M in Q1 2026.
1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.