Legacy Solutions LLC’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Legacy Solutions LLC’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	$3.46M	Buy	66,933 +1,351	+2%	+$70.1K	2.65%	9
2026 Q2	$3.4M	Sell	65,582 -448	-0.7%	-$22.9K	2.75%	8
2026 Q1	$3.1M	Sell	66,030 -5,764	-8%	-$281K	2.87%	9
2025 Q4	$3.36M	Buy	71,794 +567	+0.8%	+$26.7K	2.95%	9
2025 Q3	$3.33M	Sell	71,227 -1,381	-2%	-$61.4K	3%	9
2025 Q2	$3.1M	Buy	72,608 +2,951	+4%	+$119K	2.97%	9
2025 Q1	$2.74M	Buy	69,657 +2,160	+3%	+$84.7K	3.02%	9
2024 Q4	$2.59M	Buy	+67,497	New	+$2.71M	2.82%	9

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

Legacy Solutions LLC's SPEM Position: Q3 2026 in Review

Legacy Solutions LLC increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.1% in Q3 2026, buying an estimated $70.1K and bringing the position to 66,933 shares worth $3.46M. The position accounts for 2.65% of the portfolio, ranked #9.

Legacy Solutions LLC first reported a position in SPEM in Q4 2024 and has held it in 8 quarters since. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Legacy Solutions LLC held 66,933 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.46M as of Q3 2026.
Legacy Solutions LLC bought 1,351 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $70.1K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.65% of Legacy Solutions LLC's portfolio in Q3 2026, its #9 holding.
Legacy Solutions LLC first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.