Phillips Financial Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14K	Hold	299	–	–	﹤0.01%	264
2025 Q4	$14K	Hold	299	–	–	﹤0.01%	282
2025 Q3	$14K	Hold	299	–	–	﹤0.01%	282
2025 Q2	$12.8K	Hold	299	–	–	﹤0.01%	252
2025 Q1	$11.8K	Sell	299 -10	-3%	-$392	﹤0.01%	245
2024 Q4	$11.9K	Sell	309 -8	-3%	-$322	﹤0.01%	241
2024 Q3	$13.1K	Sell	317 -163	-34%	-$6.25K	﹤0.01%	250
2024 Q2	$18.1K	Buy	480 +181	+61%	+$6.74K	﹤0.01%	242
2024 Q1	$10.8K	Sell	299 -226	-43%	-$7.95K	﹤0.01%	237
2023 Q4	$18.6K	Buy	+525	New	+$17.9K	﹤0.01%	215
2023 Q3	–	Sell	-690	Closed	-$23.7K	–	242
2023 Q2	$23.7K	Hold	690	–	–	﹤0.01%	204
2023 Q1	$23.6K	Hold	690	–	–	﹤0.01%	208
2022 Q4	$22.7K	Hold	690	–	–	﹤0.01%	197
2022 Q3	$21K	Buy	+690	New	+$23.5K	﹤0.01%	188