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Lutz Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Lutz Financial 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
Q1 		$226K Hold
4,828
– – 0.02% 98
2025
Q4 		$226K Buy
+4,828
New +$227K 0.02% 98

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Lutz Financial Services held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 4,828 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #98.

Lutz Financial Services first reported a position in SPEM in Q4 2025 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Lutz Financial Services held 4,828 shares of State Street SPDR Portfolio Emerging Markets ETF worth $226K as of Q1 2026.
  • Lutz Financial Services left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Lutz Financial Services's portfolio in Q1 2026, its #98 holding.
  • Lutz Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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