Lockerman Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lockerman Financial Group’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	$2.32M	Buy	44,848 +6,737	+18%	+$345K	3.55%	7
2026 Q1	$1.79M	Buy	38,111 +1,638	+4%	+$79.8K	3.22%	7
2025 Q4	$1.71M	Buy	36,473 +912	+3%	+$42.9K	3.28%	7
2025 Q3	$1.66M	Buy	35,561 +5,630	+19%	+$250K	2.1%	12
2025 Q2	$1.28M	Sell	29,931 -11,628	-28%	-$469K	1.72%	12
2025 Q1	$1.64M	Buy	41,559 +23,311	+128%	+$914K	2.47%	9
2024 Q4	$700K	Sell	18,248 -892	-5%	-$35.9K	1.19%	23
2024 Q3	$790K	Buy	19,140 +2,321	+14%	+$89K	1.34%	19
2024 Q2	$634K	Buy	16,819 +776	+5%	+$28.9K	1.15%	25
2024 Q1	$581K	Buy	16,043 +2,408	+18%	+$84.7K	1.11%	25
2023 Q4	$483K	Buy	13,635 +4,083	+43%	+$139K	1.12%	26
2023 Q3	$321K	Buy	+9,552	New	+$330K	0.86%	40

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