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Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Leicht Financial Planning & 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
Q1 		$10.7M Sell
227,777
-1,506
-0.7% -$73.4K 4.85% 8
2025
Q4 		$10.7M Sell
229,283
-9,552
-4% -$450K 4.8% 8
2025
Q3 		$11.2M Sell
238,835
-1,390
-0.6% -$61.8K 5.04% 8
2025
Q2 		$10.3M Buy
240,225
+116,234
+94% +$4.69M 4.88% 8
2025
Q1 		$4.88M Sell
123,991
-1,421
-1% -$55.7K 2.55% 9
2024
Q4 		$4.81M Sell
125,412
-804
-0.6% -$32.3K 2.46% 13
2024
Q3 		$5.21M Buy
126,216
+2,817
+2% +$108K 2.62% 10
2024
Q2 		$4.65M Sell
123,399
-2,076
-2% -$77.3K 2.48% 12
2024
Q1 		$4.54M Buy
125,475
+6,357
+5% +$224K 2.49% 13
2023
Q4 		$4.22M Sell
119,118
-1,294
-1% -$44K 2.42% 13
2023
Q3 		$4.04M Buy
120,412
+4,163
+4% +$144K 2.49% 13
2023
Q2 		$4M Sell
116,249
-1,111
-0.9% -$38K 2.41% 13
2023
Q1 		$4.01M Buy
117,360
+6,880
+6% +$237K 2.47% 14
2022
Q4 		$3.64M Sell
110,480
-2,761
-2% -$89.4K 2.44% 18
2022
Q3 		$3.52M Buy
113,241
+3,995
+4% +$136K 2.51% 18
2022
Q2 		$3.8M Buy
109,246
+837
+0.8% +$30.2K 2.57% 18
2022
Q1 		$4.19M Buy
108,409
+10,467
+11% +$422K 2.49% 20
2021
Q4 		$4.06M Buy
97,942
+1,266
+1% +$54.1K 2.32% 18
2021
Q3 		$4.16M Buy
+96,676
New +$4.2M 2.5% 16

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Leicht Financial Planning & Wealth Management's SPEM Position: Q1 2026 in Review

Leicht Financial Planning & Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.66% in Q1 2026, selling an estimated $73.4K and leaving 227,777 shares worth $10.7M. The position accounts for 4.85% of the portfolio, ranked #8.

Leicht Financial Planning & Wealth Management first reported a position in SPEM in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Leicht Financial Planning & Wealth Management held 227,777 shares of State Street SPDR Portfolio Emerging Markets ETF worth $10.7M as of Q1 2026.
  • Leicht Financial Planning & Wealth Management sold 1,506 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $73.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 4.85% of Leicht Financial Planning & Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2021 and has held it in 19 quarters since.
  • Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $11.2M in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.