Greystone Financial Group
SPEM icon

Greystone Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Greystone Financial Group’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
Q3 		$467K Sell
9,030
-29
-0.3% -$1.5K 0.13% 61
2026
Q2 		$469K Sell
9,059
-179
-2% -$9.16K 0.13% 62
2026
Q1 		$433K Sell
9,238
-4,453
-33% -$217K 0.12% 63
2025
Q4 		$641K Buy
13,691
+237
+2% +$11.2K 0.1% 82
2025
Q3 		$630K Sell
13,454
-686
-5% -$30.5K 0.1% 86
2025
Q2 		$604K Buy
+14,140
New +$571K 0.1% 79

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Greystone Financial Group's SPEM Position: Q3 2026 in Review

Greystone Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.32% in Q3 2026, selling an estimated $1.5K and leaving 9,030 shares worth $467K. The position accounts for 0.13% of the portfolio, ranked #61.

Greystone Financial Group first reported a position in SPEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $641K in Q4 2025. 923 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Greystone Financial Group held 9,030 shares of State Street SPDR Portfolio Emerging Markets ETF worth $467K as of Q3 2026.
  • Greystone Financial Group sold 29 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $1.5K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.13% of Greystone Financial Group's portfolio in Q3 2026, its #61 holding.
  • Greystone Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 6 quarters since.
  • Greystone Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $641K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.