KFG Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

KFG Wealth Management’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	$15.9M	Buy	307,414 +17,671	+6%	+$904K	1.8%	14
2026 Q1	$13.6M	Sell	289,743 -272,840	-48%	-$13.3M	1.76%	14
2025 Q4	$26.3M	Buy	562,583 +45,659	+9%	+$2.15M	3.52%	6
2025 Q3	$24.2M	Buy	516,924 +53,961	+12%	+$2.4M	3.49%	6
2025 Q2	$19.8M	Buy	462,963 +36,635	+9%	+$1.48M	3.18%	9
2025 Q1	$16.8M	Buy	426,328 +40,986	+11%	+$1.61M	3.05%	9
2024 Q4	$14.8M	Buy	385,342 +92,242	+31%	+$3.71M	2.76%	9
2024 Q3	$12.1M	Buy	+293,100	New	+$11.2M	2.63%	10

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

KFG Wealth Management's SPEM Position: Q2 2026 in Review

KFG Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.1% in Q2 2026, buying an estimated $904K and bringing the position to 307,414 shares worth $15.9M. The position accounts for 1.8% of the portfolio, ranked #14.

KFG Wealth Management first reported a position in SPEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.3M in Q4 2025. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

KFG Wealth Management held 307,414 shares of State Street SPDR Portfolio Emerging Markets ETF worth $15.9M as of Q2 2026.
KFG Wealth Management bought 17,671 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $904K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.8% of KFG Wealth Management's portfolio in Q2 2026, its #14 holding.
KFG Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
KFG Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $26.3M in Q4 2025.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.