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

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return