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

Forbes Financial Planning’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	$473K	Sell	9,126 -6	-0.1%	-$307	0.25%	30
2026 Q1	$428K	Hold	9,132	–	–	0.25%	29
2025 Q4	$427K	Sell	9,132 -36,490	-80%	-$1.72M	0.25%	29
2025 Q3	$2.14M	Sell	45,622 -187	-0.4%	-$8.31K	1.41%	19
2025 Q2	$1.96M	Sell	45,809 -26,909	-37%	-$1.09M	1.32%	20
2025 Q1	$2.86M	Sell	72,718 -1,094	-1%	-$42.9K	2.12%	19
2024 Q4	$2.83M	Buy	73,812 +676	+0.9%	+$27.2K	1.37%	19
2024 Q3	$3.02M	Buy	73,136 +5,937	+9%	+$228K	2.18%	20
2024 Q2	$2.53M	Buy	67,199 +34,371	+105%	+$1.28M	1.99%	20
2024 Q1	$1.19M	Buy	+32,828	New	+$1.16M	1.02%	22

Other funds holding SPEM

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Forbes Financial Planning's SPEM Position: Q2 2026 in Review

Forbes Financial Planning reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.07% in Q2 2026, selling an estimated $307 and leaving 9,126 shares worth $473K. The position accounts for 0.25% of the portfolio, ranked #30.

Forbes Financial Planning first reported a position in SPEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.02M in Q3 2024. 697 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Forbes Financial Planning held 9,126 shares of State Street SPDR Portfolio Emerging Markets ETF worth $473K as of Q2 2026.
Forbes Financial Planning sold 6 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $307.
State Street SPDR Portfolio Emerging Markets ETF made up 0.25% of Forbes Financial Planning's portfolio in Q2 2026, its #30 holding.
Forbes Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
Forbes Financial Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.02M in Q3 2024.
697 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.