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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
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 $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 $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Kelman-Lazarov Inc's SPEM Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.3% in Q1 2026, buying an estimated $9.89K and bringing the position to 6,272 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #118.

Kelman-Lazarov Inc first reported a position in SPEM in Q4 2025 and has held it in 2 quarters since. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Kelman-Lazarov Inc held 6,272 shares of State Street SPDR Portfolio Emerging Markets ETF worth $294K as of Q1 2026.
  • Kelman-Lazarov Inc bought 203 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $9.89K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #118 holding.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.