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 Q3	$16.5M	Buy	318,514 +11,100	+4%	+$576K	1.79%	14
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

KFG Wealth Management's SPEM Position: Q3 2026 in Review

KFG Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.6% in Q3 2026, buying an estimated $576K and bringing the position to 318,514 shares worth $16.5M. The position accounts for 1.79% of the portfolio, ranked #14.

KFG Wealth Management first reported a position in SPEM in Q3 2024 and has held it in 9 quarters since. The position peaked at $26.3M in Q4 2025. 325 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

KFG Wealth Management held 318,514 shares of State Street SPDR Portfolio Emerging Markets ETF worth $16.5M as of Q3 2026.
KFG Wealth Management bought 11,100 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $576K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.79% of KFG Wealth Management's portfolio in Q3 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 9 quarters since.
KFG Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $26.3M in Q4 2025.
325 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.