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 Q2	$457K	Sell	8,832 -931	-10%	-$47.6K	0.16%	35
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 $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

Keener Financial Planning's SPEM Position: Q2 2026 in Review

Keener Financial Planning reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.5% in Q2 2026, selling an estimated $47.6K and leaving 8,832 shares worth $457K. The position accounts for 0.16% of the portfolio, ranked #35.

Keener Financial Planning first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $544K in Q3 2024. 1,034 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Keener Financial Planning held 8,832 shares of State Street SPDR Portfolio Emerging Markets ETF worth $457K as of Q2 2026.
Keener Financial Planning sold 931 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $47.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of Keener Financial Planning's portfolio in Q2 2026, its #35 holding.
Keener Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Keener Financial Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $544K in Q3 2024.
1,034 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.