Larson Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Larson Financial Group’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	$1.54M	Sell	32,761 -7,868	-19%	-$383K	0.05%	264
2025 Q4	$1.9M	Sell	40,629 -2,890	-7%	-$136K	0.06%	242
2025 Q3	$2.04M	Sell	43,519 -8,560	-16%	-$381K	0.07%	224
2025 Q2	$2.23M	Sell	52,079 -4,869	-9%	-$196K	0.09%	199
2025 Q1	$2.24M	Sell	56,948 -2,556	-4%	-$100K	0.11%	171
2024 Q4	$2.28M	Sell	59,504 -5,097	-8%	-$205K	0.12%	154
2024 Q3	$2.67M	Sell	64,601 -1,203	-2%	-$46.1K	0.15%	124
2024 Q2	$2.48M	Sell	65,804 -5,005	-7%	-$186K	0.17%	106
2024 Q1	$2.56M	Sell	70,809 -4,892	-6%	-$172K	0.2%	97
2023 Q4	$2.68M	Buy	75,701 +7,341	+11%	+$250K	0.23%	77
2023 Q3	$2.29M	Sell	68,360 -1,489	-2%	-$51.5K	0.23%	87
2023 Q2	$2.4M	Sell	69,849 -61	-0.1%	-$2.09K	0.24%	80
2023 Q1	$2.39M	Sell	69,910 -1,992	-3%	-$68.5K	0.26%	77
2022 Q4	$2.37M	Sell	71,902 -17,638	-20%	-$571K	0.28%	72
2022 Q3	$2.78M	Sell	89,540 -195,877	-69%	-$6.66M	0.4%	47
2022 Q2	$9.92M	Sell	285,417 -8,505	-3%	-$307K	1.72%	15
2022 Q1	$11.4M	Sell	293,922 -15,217	-5%	-$613K	1.81%	14
2021 Q4	$12.8M	Buy	309,139 +24,904	+9%	+$1.06M	2.03%	11
2021 Q3	$12.1M	Buy	284,235 +26,528	+10%	+$1.15M	2.4%	10
2021 Q2	$11.7M	Buy	257,707 +53,537	+26%	+$2.4M	2.72%	8
2021 Q1	$8.94M	Buy	204,170 +33,450	+20%	+$1.5M	2.63%	10
2020 Q4	$7.2M	Buy	170,720 +28,136	+20%	+$1.12M	2.45%	11
2020 Q3	$5.21M	Buy	142,584 +57,755	+68%	+$2.11M	2.14%	14
2020 Q2	$2.84M	Buy	84,829 +55,372	+188%	+$1.73M	1.35%	24
2020 Q1	$838K	Buy	29,457 +28,984	+6,128%	+$996K	0.52%	43
2019 Q4	$18K	Buy	473 +3	+0.6%	+$108	0.01%	232
2019 Q3	$16K	Buy	470 +22	+5%	+$763	0.01%	250
2019 Q2	$16K	Buy	448 +2	+0.4%	+$71	0.01%	208
2019 Q1	$16K	Hold	446	–	–	0.01%	194
2018 Q4	$14K	Buy	+446	New	+$14.7K	0.01%	195

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Larson Financial Group's SPEM Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 19% in Q1 2026, selling an estimated $383K and leaving 32,761 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #264.

Larson Financial Group first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.8M in Q4 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Larson Financial Group held 32,761 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.54M as of Q1 2026.
Larson Financial Group sold 7,868 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $383K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Larson Financial Group's portfolio in Q1 2026, its #264 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
Larson Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $12.8M in Q4 2021.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.