KFI
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Key Financial Inc’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Key Financial 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 		$4.56M Buy
97,141
+3,126
+3% +$152K 0.81% 29
2025
Q4 		$4.4M Sell
94,015
-311
-0.3% -$14.6K 0.8% 30
2025
Q3 		$4.44M Buy
94,326
+2,097
+2% +$93.2K 0.82% 27
2025
Q2 		$3.94M Sell
92,229
-9,418
-9% -$380K 0.79% 28
2025
Q1 		$4M Buy
101,647
+1,379
+1% +$54.1K 0.87% 26
2024
Q4 		$3.85M Sell
100,268
-739
-0.7% -$29.7K 0.87% 27
2024
Q3 		$4.17M Sell
101,007
-4,527
-4% -$174K 0.92% 25
2024
Q2 		$3.98M Buy
105,534
+17,261
+20% +$643K 0.95% 24
2024
Q1 		$3.19M Buy
88,273
+1,544
+2% +$54.3K 0.81% 30
2023
Q4 		$3.07M Buy
86,729
+13,094
+18% +$445K 0.84% 26
2023
Q3 		$2.47M Sell
73,635
-473
-0.6% -$16.4K 0.83% 27
2023
Q2 		$2.55M Buy
74,108
+4,448
+6% +$152K 0.84% 26
2023
Q1 		$2.38M Buy
69,660
+5,544
+9% +$191K 0.87% 26
2022
Q4 		$1.99M Hold
64,116
– – 0.94% 22
2022
Q3 		$1.99M Buy
64,116
+29,468
+85% +$1M 0.94% 22
2022
Q2 		$1.2M Buy
34,648
+15,545
+81% +$561K 0.65% 30
2022
Q1 		$738K Sell
19,103
-2,095
-10% -$84.4K 0.37% 50
2021
Q4 		$880K Buy
21,198
+9,649
+84% +$413K 0.44% 42
2021
Q3 		$491K Buy
11,549
+5,520
+92% +$240K 0.28% 71
2021
Q2 		$258K Buy
6,029
+5,689
+1,673% +$255K 0.14% 130
2021
Q1 		$15K Buy
+340
New +$15.2K 0.01% 437

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 $374B AUM 17.66% 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

Key Financial Inc's SPEM Position: Q1 2026 in Review

Key Financial Inc increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.3% in Q1 2026, buying an estimated $152K and bringing the position to 97,141 shares worth $4.56M. The position accounts for 0.81% of the portfolio, ranked #29.

Key Financial Inc first reported a position in SPEM in Q1 2021 and has held it in 21 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Key Financial Inc held 97,141 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.56M as of Q1 2026.
  • Key Financial Inc bought 3,126 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $152K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.81% of Key Financial Inc's portfolio in Q1 2026, its #29 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 21 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.