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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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Lockerman Financial Group's SPEM Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 18% in Q2 2026, buying an estimated $345K and bringing the position to 44,848 shares worth $2.32M. The position accounts for 3.55% of the portfolio, ranked #7.

Lockerman Financial Group first reported a position in SPEM in Q3 2023 and has held it in 12 quarters since. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Lockerman Financial Group held 44,848 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.32M as of Q2 2026.
  • Lockerman Financial Group bought 6,737 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $345K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 3.55% of Lockerman Financial Group's portfolio in Q2 2026, its #7 holding.
  • Lockerman Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.