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 Q3	$495K	Sell	9,573 -1,893	-17%	-$98.2K	0.4%	44
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%	+$4.14K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Life Planning Partners's SPEM Position: Q3 2026 in Review

Life Planning Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 17% in Q3 2026, selling an estimated $98.2K and leaving 9,573 shares worth $495K. The position accounts for 0.4% of the portfolio, ranked #44.

Life Planning Partners first reported a position in SPEM in Q4 2021 and has held it in 16 quarters since. The position peaked at $910K in Q1 2022. 736 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Life Planning Partners held 9,573 shares of State Street SPDR Portfolio Emerging Markets ETF worth $495K as of Q3 2026.
Life Planning Partners sold 1,893 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $98.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.4% of Life Planning Partners's portfolio in Q3 2026, its #44 holding.
Life Planning Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 16 quarters since.
Life Planning Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $910K in Q1 2022.
736 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.