LRI Investments’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

LRI Investments’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	$175K	Hold	3,387	–	–	0.01%	353
2026 Q1	$159K	Hold	3,387	–	–	0.01%	321
2025 Q4	$159K	Hold	3,387	–	–	0.01%	330
2025 Q3	$159K	Hold	3,387	–	–	0.01%	333
2025 Q2	$145K	Hold	3,387	–	–	0.01%	352
2025 Q1	$133K	Buy	3,387 +588	+21%	+$23.1K	0.01%	347
2024 Q4	$107K	Hold	2,799	–	–	0.01%	407
2024 Q3	$109K	Hold	2,799	–	–	0.01%	391
2024 Q2	$105K	Hold	2,799	–	–	0.01%	373
2024 Q1	$101K	Buy	+2,799	New	+$98.5K	0.03%	200

Other funds holding SPEM

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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LRI Investments's SPEM Position: Q2 2026 in Review

LRI Investments held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 3,387 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #353.

LRI Investments first reported a position in SPEM in Q1 2024 and has held it in 10 quarters since. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

LRI Investments held 3,387 shares of State Street SPDR Portfolio Emerging Markets ETF worth $175K as of Q2 2026.
LRI Investments left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #353 holding.
LRI Investments first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.