Lloyd Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lloyd Advisory Services’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	–	Sell	-931	Closed	-$43.7K	–	954
2026 Q1	$43.7K	Buy	+931	New	+$45.4K	0.01%	285
2021 Q3	–	Sell	-2,587	Closed	-$118K	–	415
2021 Q2	$118K	Buy	2,587 +14	+0.5%	+$627	0.06%	108
2021 Q1	$113K	Sell	2,573 -1,718	-40%	-$76.8K	0.06%	95
2020 Q4	$181K	Sell	4,291 -3,465	-45%	-$138K	0.1%	57
2020 Q3	$284K	Buy	+7,756	New	+$283K	0.17%	34
2020 Q2	–	Sell	-8,773	Closed	-$250K	–	342
2020 Q1	$250K	Buy	8,773 +8,702	+12,256%	+$299K	0.18%	40
2019 Q4	$3K	Buy	+71	New	+$2.56K	﹤0.01%	291

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Lloyd Advisory Services's SPEM Position: Q2 2026 in Review

Lloyd Advisory Services sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026, closing a stake of 931 shares — an estimated $43.7K sold.

Lloyd Advisory Services first reported a position in SPEM in Q4 2019 and held it in 7 quarters. The position peaked at $284K in Q3 2020. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Lloyd Advisory Services reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 931 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $43.7K.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 7 quarters.
Lloyd Advisory Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $284K in Q3 2020.
1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.