Life Planning Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Life Planning Partners’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	$594K	Hold	11,466	–	–	0.44%	42
2026 Q1	$538K	Hold	11,466	–	–	0.41%	41
2025 Q4	$537K	Hold	11,466	–	–	0.41%	42
2025 Q3	$537K	Buy	11,466 +93	+0.8%	+$4.13K	0.39%	43
2025 Q2	$486K	Buy	11,373 +120	+1%	+$4.84K	0.39%	42
2025 Q1	$443K	Hold	11,253	–	–	0.4%	42
2024 Q4	$432K	Hold	11,253	–	–	0.4%	41
2024 Q3	$465K	Hold	11,253	–	–	0.41%	40
2024 Q2	$424K	Hold	11,253	–	–	0.38%	42
2024 Q1	$407K	Sell	11,253 -1,000	-8%	-$35.2K	0.41%	44
2023 Q4	$434K	Buy	+12,253	New	+$417K	0.43%	41
2022 Q3	$705K	Hold	22,713	–	–	0.81%	26
2022 Q2	$789K	Sell	22,713 -822	-3%	-$29.7K	0.89%	24
2022 Q1	$910K	Buy	23,535 +2,100	+10%	+$84.6K	0.93%	27
2021 Q4	$889K	Buy	+21,435	New	+$916K	0.9%	27

Other funds holding SPEM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

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

Life Planning Partners's SPEM Position: Q2 2026 in Review

Life Planning Partners held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 11,466 shares worth $594K. The position accounts for 0.44% of the portfolio, ranked #42.

Life Planning Partners first reported a position in SPEM in Q4 2021 and has held it in 15 quarters since. The position peaked at $910K in Q1 2022. 611 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Life Planning Partners held 11,466 shares of State Street SPDR Portfolio Emerging Markets ETF worth $594K as of Q2 2026.
Life Planning Partners left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.44% of Life Planning Partners's portfolio in Q2 2026, its #42 holding.
Life Planning Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $910K in Q1 2022.
611 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.