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Journey Retirement Planning & Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-19,044
Closed -$891K – 221
2025
Q4 		$891K Buy
+19,044
New +$896K 0.18% 112

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 $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Journey Retirement Planning & Investment Management's SPEM Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 19,044 shares — an estimated $891K sold.

Journey Retirement Planning & Investment Management first reported a position in SPEM in Q4 2025 and held it in 1 quarter. The position peaked at $891K in Q4 2025. 1,001 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 19,044 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $891K.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $891K in Q4 2025.
  • 1,001 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.