Grey Fox Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Grey Fox Wealth 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	$15M	Buy	289,275 +26,156	+10%	+$1.34M	2.35%	10
2026 Q1	$12.3M	Buy	263,119 +58,260	+28%	+$2.84M	2.38%	10
2025 Q4	$9.59M	Buy	204,859 +8,082	+4%	+$380K	1.96%	10
2025 Q3	$9.21M	Buy	196,777 +10,529	+6%	+$468K	1.88%	10
2025 Q2	$7.96M	Buy	186,248 +5,847	+3%	+$236K	1.9%	10
2025 Q1	$7.1M	Buy	180,401 +11,536	+7%	+$452K	1.89%	10
2024 Q4	$6.48M	Buy	168,865 +5,953	+4%	+$239K	1.78%	11
2024 Q3	$6.73M	Buy	162,912 +39,689	+32%	+$1.52M	1.87%	10
2024 Q2	$4.64M	Buy	123,223 +7,781	+7%	+$290K	1.63%	11
2024 Q1	$4.18M	Buy	115,442 +17,894	+18%	+$630K	1.57%	11
2023 Q4	$3.45M	Buy	97,548 +13,442	+16%	+$457K	1.5%	13
2023 Q3	$2.82M	Buy	84,106 +68,912	+454%	+$2.38M	1.42%	16
2023 Q2	$522K	Buy	15,194 +138	+0.9%	+$4.72K	0.27%	61
2023 Q1	$514K	Sell	15,056 -8,337	-36%	-$287K	0.3%	54
2022 Q4	$771K	Buy	+23,393	New	+$758K	0.51%	38

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

Grey Fox Wealth Advisors's SPEM Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.9% in Q2 2026, buying an estimated $1.34M and bringing the position to 289,275 shares worth $15M. The position accounts for 2.35% of the portfolio, ranked #10.

Grey Fox Wealth Advisors first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Grey Fox Wealth Advisors held 289,275 shares of State Street SPDR Portfolio Emerging Markets ETF worth $15M as of Q2 2026.
Grey Fox Wealth Advisors bought 26,156 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.34M.
State Street SPDR Portfolio Emerging Markets ETF made up 2.35% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Grey Fox Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.