Keener Financial Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Keener Financial Planning’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	$457K	Hold	9,763	–	–	0.19%	33
2025 Q4	$457K	Sell	9,763 -1,192	-11%	-$56.1K	0.2%	32
2025 Q3	$512K	Sell	10,955 -35	-0.3%	-$1.56K	0.24%	24
2025 Q2	$469K	Sell	10,990 -960	-8%	-$38.7K	0.23%	29
2025 Q1	$470K	Buy	11,950 +17	+0.1%	+$667	0.31%	22
2024 Q4	$457K	Sell	11,933 -1,257	-10%	-$50.6K	0.27%	26
2024 Q3	$544K	Sell	13,190 -1,191	-8%	-$45.7K	0.36%	21
2024 Q2	$541K	Hold	14,381	–	–	0.35%	21
2024 Q1	$521K	Buy	14,381 +1,459	+11%	+$51.3K	0.36%	20
2023 Q4	$458K	Buy	+12,922	New	+$439K	0.35%	21

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Keener Financial Planning's SPEM Position: Q1 2026 in Review

Keener Financial Planning held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 9,763 shares worth $457K. The position accounts for 0.19% of the portfolio, ranked #33.

Keener Financial Planning first reported a position in SPEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $544K in Q3 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Keener Financial Planning held 9,763 shares of State Street SPDR Portfolio Emerging Markets ETF worth $457K as of Q1 2026.
Keener Financial Planning left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.19% of Keener Financial Planning's portfolio in Q1 2026, its #33 holding.
Keener Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $544K in Q3 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.