RFA
SPEM icon

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

Resurgent Financial Advisors’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 		$504K Sell
10,750
-1,013
-9% -$49.4K 0.18% 137
2025
Q4 		$551K Buy
11,763
+157
+1% +$7.39K 0.28% 107
2025
Q3 		$543K Buy
11,606
+80
+0.7% +$3.56K 0.27% 111
2025
Q2 		$493K Buy
11,526
+496
+4% +$20K 0.27% 111
2025
Q1 		$434K Sell
11,030
-1,184
-10% -$46.4K 0.26% 108
2024
Q4 		$469K Buy
12,214
+228
+2% +$9.17K 0.28% 103
2024
Q3 		$495K Buy
11,986
+448
+4% +$17.2K 0.29% 102
2024
Q2 		$435K Sell
11,538
-16,286
-59% -$607K 0.27% 112
2024
Q1 		$1.01M Buy
27,824
+13,290
+91% +$468K 0.54% 53
2023
Q4 		$515K Buy
14,534
+17
+0.1% +$578 0.32% 82
2023
Q3 		$487K Buy
14,517
+272
+2% +$9.4K 0.33% 80
2023
Q2 		$490K Sell
14,245
-98
-0.7% -$3.35K 0.32% 78
2023
Q1 		$490K Sell
14,343
-660
-4% -$22.7K 0.33% 80
2022
Q4 		$495K Sell
15,003
-6,343
-30% -$205K 0.26% 93
2022
Q3 		$663K Buy
21,346
+27
+0.1% +$919 0.44% 60
2022
Q2 		$741K Buy
21,319
+494
+2% +$17.8K 0.48% 56
2022
Q1 		$805K Buy
20,825
+375
+2% +$15.1K 0.5% 53
2021
Q4 		$849K Buy
+20,450
New +$874K 0.68% 42

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

Resurgent Financial Advisors's SPEM Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.6% in Q1 2026, selling an estimated $49.4K and leaving 10,750 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #137.

Resurgent Financial Advisors first reported a position in SPEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q1 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Resurgent Financial Advisors held 10,750 shares of State Street SPDR Portfolio Emerging Markets ETF worth $504K as of Q1 2026.
  • Resurgent Financial Advisors sold 1,013 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $49.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.18% of Resurgent Financial Advisors's portfolio in Q1 2026, its #137 holding.
  • Resurgent Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.01M in Q1 2024.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.