Foundations Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Foundations Investment Advisors’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	$4.38M	Buy	84,610 +12,744	+18%	+$652K	0.05%	274
2026 Q1	$3.37M	Buy	71,866 +10,493	+17%	+$511K	0.04%	281
2025 Q4	$2.87M	Buy	61,373 +11,618	+23%	+$547K	0.04%	292
2025 Q3	$2.33M	Buy	49,755 +12,334	+33%	+$548K	0.03%	303
2025 Q2	$1.6M	Buy	37,421 +4,477	+14%	+$181K	0.03%	339
2025 Q1	$1.3M	Sell	32,944 -5,561	-14%	-$218K	0.02%	358
2024 Q4	$1.48M	Sell	38,505 -778	-2%	-$31.3K	0.03%	340
2024 Q3	$1.62M	Buy	39,283 +20,111	+105%	+$771K	0.03%	296
2024 Q2	$722K	Buy	19,172 +13,320	+228%	+$496K	0.02%	417
2024 Q1	$212K	Buy	+5,852	New	+$206K	0.01%	670
2018 Q3	–	Sell	-36,345	Closed	-$1.28M	–	108
2018 Q2	$1.28M	Buy	+36,345	New	+$1.37M	0.34%	30

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 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Foundations Investment Advisors's SPEM Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 18% in Q2 2026, buying an estimated $652K and bringing the position to 84,610 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #274.

Foundations Investment Advisors first reported a position in SPEM in Q2 2018 and has held it in 11 quarters since. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Foundations Investment Advisors held 84,610 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.38M as of Q2 2026.
Foundations Investment Advisors bought 12,744 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $652K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #274 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 11 quarters since.
1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.