BFC Planning, Inc.’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

BFC Planning, 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 Q2	$419K	Buy	8,092 +2,314	+40%	+$118K	0.02%	668
2026 Q1	$271K	Hold	5,778	–	–	0.01%	775
2025 Q4	$270K	Sell	5,778 -1,150	-17%	-$54.1K	0.01%	754
2025 Q3	$324K	Buy	6,928 +352	+5%	+$15.6K	0.02%	507
2025 Q2	$281K	Hold	6,576	–	–	0.02%	507
2025 Q1	$259K	Hold	6,576	–	–	0.02%	521
2024 Q4	$252K	Buy	+6,576	New	+$264K	0.02%	524

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $28.2B AUM 13.34% 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

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

BFC Planning, Inc.'s SPEM Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 40% in Q2 2026, buying an estimated $118K and bringing the position to 8,092 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #668.

BFC Planning, Inc. first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 1,042 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

BFC Planning, Inc. held 8,092 shares of State Street SPDR Portfolio Emerging Markets ETF worth $419K as of Q2 2026.
BFC Planning, Inc. bought 2,314 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $118K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #668 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
1,042 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.