Fonville Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Fonville Wealth Management’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	$7.28M	Buy	155,265 +2,193	+1%	+$107K	1.39%	26
2025 Q4	$7.17M	Buy	153,072 +7,905	+5%	+$372K	1.47%	25
2025 Q3	$6.8M	Buy	145,167 +10,108	+7%	+$449K	1.53%	23
2025 Q2	$5.77M	Buy	135,059 +10,652	+9%	+$430K	1.46%	23
2025 Q1	$4.89M	Buy	124,407 +10,735	+9%	+$421K	1.44%	23
2024 Q4	$4.36M	Buy	113,672 +4,075	+4%	+$164K	1.44%	24
2024 Q3	$4.52M	Buy	109,597 +13,602	+14%	+$522K	1.56%	24
2024 Q2	$3.62M	Buy	95,995 +12,975	+16%	+$483K	1.43%	24
2024 Q1	$3M	Buy	83,020 +13,947	+20%	+$491K	1.33%	28
2023 Q4	$2.45M	Buy	+69,073	New	+$2.35M	1.3%	28

Other funds holding SPEM

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $26B AUM