KLI
SPEM icon

Kelman-Lazarov Inc’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Kelman-Lazarov Inc’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 		$252K Sell
4,867
-1,405
-22% -$71.9K 0.03% 137
2026
Q1 		$294K Buy
6,272
+203
+3% +$9.89K 0.04% 118
2025
Q4 		$284K Buy
+6,069
New +$286K 0.04% 118

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Kelman-Lazarov Inc's SPEM Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 22% in Q2 2026, selling an estimated $71.9K and leaving 4,867 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #137.

Kelman-Lazarov Inc first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $294K in Q1 2026. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Kelman-Lazarov Inc held 4,867 shares of State Street SPDR Portfolio Emerging Markets ETF worth $252K as of Q2 2026.
  • Kelman-Lazarov Inc sold 1,405 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $71.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #137 holding.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Kelman-Lazarov Inc's State Street SPDR Portfolio Emerging Markets ETF position peaked at $294K in Q1 2026.
  • 1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.