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

PlanWiser Financial’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
Q1 		$2.58M Sell
51,058
-4,559
-8% -$222K 1.86% 20
2025
Q4 		$2.72M Sell
55,617
-18,232
-25% -$858K 2.03% 19
2025
Q3 		$3.52M Buy
73,849
+18,881
+34% +$839K 2.8% 10
2025
Q2 		$2.39M Sell
54,968
-19,510
-26% -$787K 2.04% 19
2025
Q1 		$2.99M Buy
+74,478
New +$2.92M 2.71% 11

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

PlanWiser Financial's SPEM Position: Q1 2026 in Review

PlanWiser Financial reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.2% in Q1 2026, selling an estimated $222K and leaving 51,058 shares worth $2.58M. The position accounts for 1.86% of the portfolio, ranked #20.

PlanWiser Financial first reported a position in SPEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q3 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • PlanWiser Financial held 51,058 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.58M as of Q1 2026.
  • PlanWiser Financial sold 4,559 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $222K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.86% of PlanWiser Financial's portfolio in Q1 2026, its #20 holding.
  • PlanWiser Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 5 quarters since.
  • PlanWiser Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.52M in Q3 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.