Plan A Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Plan A Wealth’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	$748K	Sell	14,449 -2,618	-15%	-$134K	0.32%	49
2026 Q1	$801K	Sell	17,067 -5,234	-23%	-$255K	0.38%	30
2025 Q4	$1.04M	Sell	22,301 -6,437	-22%	-$303K	0.51%	22
2025 Q3	$1.35M	Sell	28,738 -30,744	-52%	-$1.37M	0.68%	17
2025 Q2	$2.54M	Sell	59,482 -54,319	-48%	-$2.19M	1.44%	12
2025 Q1	$4.48M	Sell	113,801 -41,183	-27%	-$1.62M	3.47%	4
2024 Q4	$5.95M	Buy	+154,984	New	+$6.23M	5.44%	2

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

Plan A Wealth's SPEM Position: Q2 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 15% in Q2 2026, selling an estimated $134K and leaving 14,449 shares worth $748K. The position accounts for 0.32% of the portfolio, ranked #49.

Plan A Wealth first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.95M in Q4 2024. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Plan A Wealth held 14,449 shares of State Street SPDR Portfolio Emerging Markets ETF worth $748K as of Q2 2026.
Plan A Wealth sold 2,618 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $134K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.32% of Plan A Wealth's portfolio in Q2 2026, its #49 holding.
Plan A Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.95M in Q4 2024.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.