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Hershey Financial Advisers’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Hershey Financial Advisers’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
Q1 		$200K Buy
+4,269
New +$208K 0.17% 80
2024
Q2 		$49.5K Buy
+1,313
New +$48.9K 0.04% 69

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Hershey Financial Advisers's SPEM Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026: 4,269 shares worth $200K. The stake represents 0.17% of the portfolio and ranks #80 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in SPEM as recently as Q2 2024.

Hershey Financial Advisers first reported a position in SPEM in Q2 2024 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Hershey Financial Advisers held 4,269 shares of State Street SPDR Portfolio Emerging Markets ETF worth $200K as of Q1 2026.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Hershey Financial Advisers position in Q1 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.17% of Hershey Financial Advisers's portfolio in Q1 2026, its #80 holding.
  • Hershey Financial Advisers first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.