Investments & Financial Planning LLC’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Investments & Financial Planning LLC’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	$204K	Buy	+3,949	New	+$202K	0.1%	38
2026 Q1	–	Sell	-4,355	Closed	-$204K	–	39
2025 Q4	$204K	Sell	4,355 -200	-4%	-$9.41K	0.11%	37
2025 Q3	$213K	Sell	4,555 -315	-6%	-$14K	0.12%	37
2025 Q2	$208K	Buy	+4,870	New	+$197K	0.12%	36
2024 Q4	–	Sell	-5,174	Closed	-$214K	–	35
2024 Q3	$214K	Buy	+5,174	New	+$198K	0.14%	33
2024 Q1	–	Sell	-5,810	Closed	-$206K	–	34
2023 Q4	$206K	Buy	+5,810	New	+$198K	0.15%	32
2023 Q3	–	Sell	-6,182	Closed	-$213K	–	34
2023 Q2	$213K	Sell	6,182 -133	-2%	-$4.55K	0.18%	34
2023 Q1	$216K	Sell	6,315 -357	-5%	-$12.3K	0.2%	35
2022 Q4	$220K	Buy	+6,672	New	+$216K	0.22%	34
2022 Q2	$241K	Sell	6,938 -563	-8%	-$20.3K	0.25%	34
2022 Q1	$290K	Buy	7,501 +98	+1%	+$3.95K	0.25%	30
2021 Q4	$313K	Buy	+7,403	New	+$317K	0.28%	27

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

Investments & Financial Planning LLC's SPEM Position: Q2 2026 in Review

Investments & Financial Planning LLC opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 3,949 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #38 among its holdings. This is a return to the name: Investments & Financial Planning LLC previously reported a position in SPEM as recently as Q4 2025.

Investments & Financial Planning LLC first reported a position in SPEM in Q4 2021 and has held it in 12 quarters since. The position peaked at $313K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Investments & Financial Planning LLC held 3,949 shares of State Street SPDR Portfolio Emerging Markets ETF worth $204K as of Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Investments & Financial Planning LLC position in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #38 holding.
Investments & Financial Planning LLC first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 12 quarters since.
Investments & Financial Planning LLC's State Street SPDR Portfolio Emerging Markets ETF position peaked at $313K in Q4 2021.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.