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

Merit 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 		$19.2M Buy
370,844
+44,652
+14% +$2.28M 0.12% 153
2026
Q1 		$15.3M Buy
326,192
+34,309
+12% +$1.67M 0.11% 162
2025
Q4 		$13.7M Buy
291,883
+138,002
+90% +$6.5M 0.11% 157
2025
Q3 		$7.2M Sell
153,881
-7,286
-5% -$324K 0.07% 226
2025
Q2 		$6.89M Buy
161,167
+62,434
+63% +$2.52M 0.08% 200
2025
Q1 		$3.89M Sell
98,733
-65,367
-40% -$2.56M 0.06% 268
2024
Q4 		$6.3M Buy
164,100
+2,007
+1% +$80.7K 0.11% 157
2024
Q3 		$6.69M Sell
162,093
-11,564
-7% -$443K 0.15% 121
2024
Q2 		$6.54M Sell
173,657
-3,229
-2% -$120K 0.14% 113
2024
Q1 		$6.66M Sell
176,886
-29,431
-14% -$1.04M 0.16% 111
2023
Q4 		$7.31M Buy
206,317
+47,155
+30% +$1.6M 0.22% 68
2023
Q3 		$5.34M Buy
159,162
+380
+0.2% +$13.1K 0.17% 90
2023
Q2 		$5.46M Sell
158,782
-23,590
-13% -$807K 0.18% 88
2023
Q1 		$6.22M Sell
182,372
-1,598
-0.9% -$55K 0.23% 70
2022
Q4 		$6.06M Buy
183,970
+161,081
+704% +$5.22M 0.22% 69
2022
Q3 		$710K Buy
22,889
+11,538
+102% +$393K 0.03% 300
2022
Q2 		$395K Sell
11,351
-254,413
-96% -$9.19M 0.01% 396
2022
Q1 		$10.3M Buy
265,764
+258,136
+3,384% +$10.4M 0.62% 23
2021
Q4 		$316K Buy
+7,628
New +$326K 0.03% 219

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

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

Merit Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 14% in Q2 2026, buying an estimated $2.28M and bringing the position to 370,844 shares worth $19.2M. The position accounts for 0.12% of the portfolio, ranked #153.

Merit Financial Group first reported a position in SPEM in Q4 2021 and has held it in 19 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Merit Financial Group held 370,844 shares of State Street SPDR Portfolio Emerging Markets ETF worth $19.2M as of Q2 2026.
  • Merit Financial Group bought 44,652 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $2.28M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.12% of Merit Financial Group's portfolio in Q2 2026, its #153 holding.
  • Merit Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.