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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
Q2 		$469K Sell
9,059
-179
-2% -$9.15K 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Greystone Financial Group's SPEM Position: Q2 2026 in Review

Greystone Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.9% in Q2 2026, selling an estimated $9.15K and leaving 9,059 shares worth $469K. The position accounts for 0.13% of the portfolio, ranked #62.

Greystone Financial Group first reported a position in SPEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $641K in Q4 2025. 528 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Greystone Financial Group held 9,059 shares of State Street SPDR Portfolio Emerging Markets ETF worth $469K as of Q2 2026.
  • Greystone Financial Group sold 179 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $9.15K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.13% of Greystone Financial Group's portfolio in Q2 2026, its #62 holding.
  • Greystone Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
  • Greystone Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $641K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.