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 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Phillips Financial Management's SPEM Position: Q2 2026 in Review

Phillips Financial Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.33% in Q2 2026, selling an estimated $51 and leaving 298 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Phillips Financial Management first reported a position in SPEM in Q3 2022 and has held it in 15 quarters since. The position peaked at $23.7K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Phillips Financial Management held 298 shares of State Street SPDR Portfolio Emerging Markets ETF worth $15.4K as of Q2 2026.
Phillips Financial Management sold 1 State Street SPDR Portfolio Emerging Markets ETF share in Q2 2026, an estimated $51.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #267 holding.
Phillips Financial Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $23.7K in Q2 2023.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.