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

Independent 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 		$4.69M Buy
90,606
+15,355
+20% +$785K 0.09% 220
2026
Q1 		$3.53M Buy
75,251
+13,341
+22% +$650K 0.08% 249
2025
Q4 		$2.9M Sell
61,910
-44,739
-42% -$2.11M 0.06% 292
2025
Q3 		$4.99M Buy
106,649
+48,152
+82% +$2.14M 0.12% 153
2025
Q2 		$2.5M Buy
58,497
+8,978
+18% +$362K 0.07% 284
2025
Q1 		$1.95M Buy
49,519
+4,232
+9% +$166K 0.07% 287
2024
Q4 		$1.74M Buy
45,287
+20,084
+80% +$808K 0.06% 324
2024
Q3 		$1.04M Buy
25,203
+4,891
+24% +$188K 0.04% 437
2024
Q2 		$765K Buy
20,312
+10,637
+110% +$396K 0.03% 472
2024
Q1 		$350K Buy
+9,675
New +$340K 0.02% 721

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Independent Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q2 2026, buying an estimated $785K and bringing the position to 90,606 shares worth $4.69M. The position accounts for 0.09% of the portfolio, ranked #220.

Independent Financial Group first reported a position in SPEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.99M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Independent Financial Group held 90,606 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.69M as of Q2 2026.
  • Independent Financial Group bought 15,355 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $785K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #220 holding.
  • Independent Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • Independent Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.99M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.