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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
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Legacy Solutions LLC's SPEM Position: Q2 2026 in Review

Legacy Solutions LLC reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.68% in Q2 2026, selling an estimated $22.9K and leaving 65,582 shares worth $3.4M. The position accounts for 2.75% of the portfolio, ranked #8.

Legacy Solutions LLC first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Legacy Solutions LLC held 65,582 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.4M as of Q2 2026.
  • Legacy Solutions LLC sold 448 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $22.9K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.75% of Legacy Solutions LLC's portfolio in Q2 2026, its #8 holding.
  • Legacy Solutions LLC first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.