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 Q2	$3.79M	Buy	73,229 +22,171	+43%	+$1.13M	2.64%	12
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 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

PlanWiser Financial's SPEM Position: Q2 2026 in Review

PlanWiser Financial increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 43% in Q2 2026, buying an estimated $1.13M and bringing the position to 73,229 shares worth $3.79M. The position accounts for 2.64% of the portfolio, ranked #12.

PlanWiser Financial first reported a position in SPEM in Q1 2025 and has held it in 6 quarters since. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

PlanWiser Financial held 73,229 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.79M as of Q2 2026.
PlanWiser Financial bought 22,171 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.13M.
State Street SPDR Portfolio Emerging Markets ETF made up 2.64% of PlanWiser Financial's portfolio in Q2 2026, its #12 holding.
PlanWiser Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.