Phillips Financial Management
SPEM icon

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

Phillips Financial Management’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
Q3 		$14.1K Sell
273
-25
-8% -$1.3K ﹤0.01% 261
2026
Q2 		$15.4K Sell
298
-1
-0.3% -$51 ﹤0.01% 267
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

Other funds holding SPEM

AssetMark Inc
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Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Phillips Financial Management's SPEM Position: Q3 2026 in Review

Phillips Financial Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.4% in Q3 2026, selling an estimated $1.3K and leaving 273 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Phillips Financial Management first reported a position in SPEM in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.7K in Q2 2023. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Phillips Financial Management held 273 shares of State Street SPDR Portfolio Emerging Markets ETF worth $14.1K as of Q3 2026.
  • Phillips Financial Management sold 25 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $1.3K.
  • State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #261 holding.
  • Phillips Financial Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $23.7K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.