Jones Financial Companies’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Jones Financial Companies’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	$3.88M	Buy	76,418 +5,821	+8%	+$298K	﹤0.01%	1298
2026 Q1	$3.22M	Buy	70,597 +27,113	+62%	+$1.32M	﹤0.01%	1244
2025 Q4	$2.04M	Buy	43,484 +13,724	+46%	+$646K	﹤0.01%	944
2025 Q3	$1.38M	Buy	29,760 +8,524	+40%	+$379K	﹤0.01%	1010
2025 Q2	$905K	Buy	21,236 +3,406	+19%	+$137K	﹤0.01%	1043
2025 Q1	$703K	Buy	17,830 +4,336	+32%	+$170K	﹤0.01%	999
2024 Q4	$518K	Buy	13,494 +5,246	+64%	+$211K	﹤0.01%	983
2024 Q3	$344K	Buy	8,248 +1,362	+20%	+$52.2K	﹤0.01%	952
2024 Q2	$259K	Buy	6,886 +2,066	+43%	+$76.9K	﹤0.01%	752
2024 Q1	$174K	Buy	4,820 +287	+6%	+$10.1K	﹤0.01%	484
2023 Q4	$160K	Buy	+4,533	New	+$154K	﹤0.01%	356

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

Jones Financial Companies's SPEM Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.2% in Q2 2026, buying an estimated $298K and bringing the position to 76,418 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Jones Financial Companies first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Jones Financial Companies held 76,418 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.88M as of Q2 2026.
Jones Financial Companies bought 5,821 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $298K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1298 holding.
Jones Financial Companies first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.