Kelly Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Kelly Financial Services’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	$468K	Buy	9,040 +608	+7%	+$31.1K	0.1%	73
2026 Q1	$396K	Sell	8,432 -1	-0%	-$49	0.1%	80
2025 Q4	$395K	Sell	8,433 -633	-7%	-$29.8K	0.1%	73
2025 Q3	$424K	Buy	9,066 +1,491	+20%	+$66.3K	0.11%	69
2025 Q2	$324K	Sell	7,575 -4,837	-39%	-$195K	0.1%	82
2025 Q1	$489K	Sell	12,412 -6,797	-35%	-$267K	0.17%	59
2024 Q4	$737K	Sell	19,209 -19,167	-50%	-$771K	0.27%	48
2024 Q3	$1.58M	Buy	38,376 +4,006	+12%	+$154K	0.58%	31
2024 Q2	$1.29M	Buy	34,370 +2,761	+9%	+$103K	0.46%	34
2024 Q1	$1.14M	Sell	31,609 -1,524	-5%	-$53.6K	0.44%	37
2023 Q4	$1.17M	Sell	33,133 -1,309	-4%	-$44.5K	0.47%	32
2023 Q3	$1.16M	Buy	34,442 +11,385	+49%	+$394K	0.53%	34
2023 Q2	$793K	Buy	23,057 +11,294	+96%	+$386K	0.38%	40
2023 Q1	$401K	Buy	11,763 +2,889	+33%	+$99.4K	0.2%	54
2022 Q4	$292K	Buy	8,874 +4,007	+82%	+$130K	0.15%	72
2022 Q3	$151K	Buy	4,867 +1,288	+36%	+$43.8K	0.09%	85
2022 Q2	$124K	Sell	3,579 -5,180	-59%	-$187K	0.07%	101
2022 Q1	$338K	Buy	8,759 +4,269	+95%	+$172K	0.15%	61
2021 Q4	$186K	Buy	4,490 +1,559	+53%	+$66.7K	0.09%	82
2021 Q3	$125K	Sell	2,931 -56,996	-95%	-$2.47M	0.07%	91
2021 Q2	$1.32M	Buy	59,927 +59,707	+27,140%	+$2.67M	0.05%	98
2021 Q1	$9.62K	Hold	220	–	–	0.01%	306
2020 Q4	$9.26K	Buy	220 +3	+1%	+$119	0.01%	283
2020 Q3	$7.93K	Buy	+217	New	+$7.92K	0.01%	281

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Kelly Financial Services's SPEM Position: Q2 2026 in Review

Kelly Financial Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7.2% in Q2 2026, buying an estimated $31.1K and bringing the position to 9,040 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #73.

Kelly Financial Services first reported a position in SPEM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q3 2024. 444 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Kelly Financial Services held 9,040 shares of State Street SPDR Portfolio Emerging Markets ETF worth $468K as of Q2 2026.
Kelly Financial Services bought 608 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $31.1K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.1% of Kelly Financial Services's portfolio in Q2 2026, its #73 holding.
Kelly Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
Kelly Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.58M in Q3 2024.
444 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.