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

JDM 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 		$12.8M Buy
337,825
+27,594
+9% +$1.41M 4.37% 9
2026
Q1 		$11.7M Buy
310,231
+18,097
+6% +$882K 4.51% 9
2025
Q4 		$10.8M Buy
292,134
+83,186
+40% +$3.92M 4.21% 9
2025
Q3 		$9.68M Buy
208,948
+8,185
+4% +$364K 4.06% 10
2025
Q2 		$8.58M Buy
200,763
+10,265
+5% +$414K 4.05% 8
2025
Q1 		$7.5M Buy
190,498
+7,330
+4% +$287K 3.81% 8
2024
Q4 		$7.03M Buy
183,168
+26,171
+17% +$1.05M 3.65% 8
2024
Q3 		$6.48M Buy
156,997
+26,115
+20% +$1M 3.52% 8
2024
Q2 		$4.93M Buy
130,882
+6,004
+5% +$224K 3.33% 8
2024
Q1 		$4.52M Buy
124,878
+11,084
+10% +$390K 3.29% 10
2023
Q4 		$4.03M Buy
113,794
+3,452
+3% +$117K 3.34% 11
2023
Q3 		$3.7M Sell
110,342
-2,123
-2% -$73.4K 3.41% 11
2023
Q2 		$3.87M Buy
112,465
+370
+0.3% +$12.7K 3.36% 11
2023
Q1 		$3.83M Sell
112,095
-1,588
-1% -$54.6K 3.52% 7
2022
Q4 		$3.75M Buy
+113,683
New +$3.68M 3.59% 7

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

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

JDM Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.9% in Q2 2026, buying an estimated $1.41M and bringing the position to 337,825 shares worth $12.8M. The position accounts for 4.37% of the portfolio, ranked #9.

JDM Financial Group first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • JDM Financial Group held 337,825 shares of State Street SPDR Portfolio Emerging Markets ETF worth $12.8M as of Q2 2026.
  • JDM Financial Group bought 27,594 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.41M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 4.37% of JDM Financial Group's portfolio in Q2 2026, its #9 holding.
  • JDM Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.