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 Q3	$663K	Sell	12,805 -1,644	-11%	-$85.3K	0.24%	62
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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Plan A Wealth's SPEM Position: Q3 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q3 2026, selling an estimated $85.3K and leaving 12,805 shares worth $663K. The position accounts for 0.24% of the portfolio, ranked #62.

Plan A Wealth first reported a position in SPEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.95M in Q4 2024. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Plan A Wealth held 12,805 shares of State Street SPDR Portfolio Emerging Markets ETF worth $663K as of Q3 2026.
Plan A Wealth sold 1,644 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $85.3K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.24% of Plan A Wealth's portfolio in Q3 2026, its #62 holding.
Plan A Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.95M in Q4 2024.
53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.