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Partners in Financial Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Partners in Financial Planning’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 		$3.34M Buy
71,261
+2,894
+4% +$141K 0.55% 23
2025
Q4 		$3.2M Sell
68,367
-347
-0.5% -$16.3K 0.54% 24
2025
Q3 		$3.22M Sell
68,714
-658
-0.9% -$29.3K 0.56% 24
2025
Q2 		$2.96M Buy
69,372
+5,246
+8% +$212K 0.55% 24
2025
Q1 		$2.52M Hold
64,126
– – 0.51% 25
2024
Q4 		$2.46M Buy
64,126
+1,230
+2% +$49.5K 0.5% 25
2024
Q3 		$2.6M Sell
62,896
-972
-2% -$37.3K 0.52% 25
2024
Q2 		$2.41M Buy
63,868
+967
+2% +$36K 0.52% 26
2024
Q1 		$2.28M Buy
62,901
+3,991
+7% +$140K 0.51% 26
2023
Q4 		$2.09M Sell
58,910
-2,047
-3% -$69.6K 0.49% 26
2023
Q3 		$2.05M Hold
60,957
– – 0.53% 28
2023
Q2 		$2.1M Buy
60,957
+930
+2% +$31.8K 0.53% 28
2023
Q1 		$2.05M Sell
60,027
-2,343
-4% -$80.6K 0.54% 28
2022
Q4 		$2.08M Buy
62,370
+16,230
+35% +$526K 0.58% 27
2022
Q3 		$1.53M Buy
46,140
+8,042
+21% +$274K 0.44% 26
2022
Q2 		$1.31M Buy
38,098
+1,911
+5% +$69K 0.42% 25
2022
Q1 		$1.32M Sell
36,187
-1,155
-3% -$46.5K 0.41% 27
2021
Q4 		$1.55M Buy
37,342
+764
+2% +$32.7K 0.48% 23
2021
Q3 		$1.56M Sell
36,578
-554
-1% -$24K 0.49% 24
2021
Q2 		$1.69M Buy
+37,132
New +$1.66M 0.53% 23

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $26B AUM

Partners in Financial Planning's SPEM Position: Q1 2026 in Review

Partners in Financial Planning increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.2% in Q1 2026, buying an estimated $141K and bringing the position to 71,261 shares worth $3.34M. The position accounts for 0.55% of the portfolio, ranked #23.

Partners in Financial Planning first reported a position in SPEM in Q2 2021 and has held it in 20 quarters since. 1,001 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Partners in Financial Planning held 71,261 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.34M as of Q1 2026.
  • Partners in Financial Planning bought 2,894 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $141K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.55% of Partners in Financial Planning's portfolio in Q1 2026, its #23 holding.
  • Partners in Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,001 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.