Lutz Financial Services’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Lutz Financial Services’s Portfolio QEMM Stock Details QEMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$348K	Hold	5,015	–	–	0.02%	89
2025 Q4	$332K	Hold	5,015	–	–	0.02%	91
2025 Q3	$332K	Hold	5,015	–	–	0.02%	84
2025 Q2	$316K	Hold	5,015	–	–	0.02%	84
2025 Q1	$289K	Hold	5,015	–	–	0.02%	82
2024 Q4	$286K	Sell	5,015 -12	-0.2%	-$727	0.02%	79
2024 Q3	$316K	Sell	5,027 -5	-0.1%	-$298	0.03%	78
2024 Q2	$294K	Sell	5,032 -88	-2%	-$5.13K	0.03%	81
2024 Q1	$296K	Hold	5,120	–	–	0.03%	77
2023 Q4	$293K	Hold	5,120	–	–	0.03%	74
2023 Q3	$277K	Hold	5,120	–	–	0.03%	71
2023 Q2	$284K	Hold	5,120	–	–	0.03%	71
2023 Q1	$285K	Hold	5,120	–	–	0.03%	70
2022 Q4	$274K	Buy	5,120 +1	+0%	+$53	0.03%	70
2022 Q3	$260K	Sell	5,119 -54	-1%	-$2.99K	0.04%	66
2022 Q2	$292K	Sell	5,173 -10	-0.2%	-$596	0.04%	62
2022 Q1	$332K	Hold	5,183	–	–	0.04%	57
2021 Q4	$350K	Buy	5,183 +75	+1%	+$5.1K	0.04%	59
2021 Q3	$346K	Hold	5,108	–	–	0.04%	59
2021 Q2	$359K	Sell	5,108 -237	-4%	-$16.4K	0.05%	58
2021 Q1	$364K	Sell	5,345 -119	-2%	-$8.12K	0.05%	54
2020 Q4	$356K	Buy	5,464 +73	+1%	+$4.45K	0.06%	55
2020 Q3	$305K	Hold	5,391	–	–	0.06%	56
2020 Q2	$284K	Sell	5,391 -608	-10%	-$30.6K	0.06%	55
2020 Q1	$281K	Sell	5,999 -31,354	-84%	-$1.74M	0.06%	59
2019 Q4	$2.27M	Buy	37,353 +662	+2%	+$39.3K	0.4%	39
2019 Q3	$2.1M	Sell	36,691 -216	-0.6%	-$12.4K	0.4%	40
2019 Q2	$2.19M	Buy	36,907 +23	+0.1%	+$1.35K	0.43%	37
2019 Q1	$2.18M	Buy	36,884 +269	+0.7%	+$15.7K	0.44%	33
2018 Q4	$1.99M	Buy	36,615 +752	+2%	+$42.1K	0.44%	32
2018 Q3	$2.13M	Buy	35,863 +675	+2%	+$40.2K	0.47%	26
2018 Q2	$2.09M	Buy	35,188 +93	+0.3%	+$5.88K	0.59%	24
2018 Q1	$2.3M	Sell	35,095 -2,397	-6%	-$159K	0.68%	24
2017 Q4	$2.42M	Buy	+37,492	New	+$2.36M	0.71%	25

Other funds holding QEMM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $767M AUM 21.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Lutz Financial Services's QEMM Position: Q1 2026 in Review

Lutz Financial Services held its State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) position steady in Q1 2026 at 5,015 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #89.

Lutz Financial Services first reported a position in QEMM in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.42M in Q4 2017. 32 funds tracked by Wall St. Rank hold QEMM as of Q1 2026.

Lutz Financial Services held 5,015 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $348K as of Q1 2026.
Lutz Financial Services left its State Street SPDR MSCI Emerging Markets StrategicFactors ETF share count unchanged in Q1 2026.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up 0.02% of Lutz Financial Services's portfolio in Q1 2026, its #89 holding.
Lutz Financial Services first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q4 2017 and has held it in 34 quarters since.
Lutz Financial Services's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $2.42M in Q4 2017.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.