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

Richardson Financial Services’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	$3.14M	Buy	60,590 +2,420	+4%	+$124K	1.78%	10
2026 Q1	$2.73M	Sell	58,170 -3,606	-6%	-$176K	1.71%	11
2025 Q4	$2.89M	Sell	61,776 -2,701	-4%	-$127K	0.93%	12
2025 Q3	$3.02M	Buy	64,477 +4,324	+7%	+$192K	1.87%	9
2025 Q2	$2.58M	Sell	60,153 -21,395	-26%	-$863K	1.73%	10
2025 Q1	$3.21M	Buy	81,548 +4,075	+5%	+$160K	2.44%	6
2024 Q4	$2.98M	Sell	77,473 -3,780	-5%	-$152K	2.1%	7
2024 Q3	$3.07M	Buy	81,253 +2,030	+3%	+$77.8K	1.95%	8
2024 Q2	$2.98M	Buy	79,223 +2,650	+3%	+$98.7K	2.15%	6
2024 Q1	$2.77M	Buy	76,573 +2,685	+4%	+$94.5K	1.95%	6
2023 Q4	$2.62M	Buy	+73,888	New	+$2.51M	2.29%	6

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

Richardson Financial Services's SPEM Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.2% in Q2 2026, buying an estimated $124K and bringing the position to 60,590 shares worth $3.14M. The position accounts for 1.78% of the portfolio, ranked #10.

Richardson Financial Services first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.21M in Q1 2025. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Richardson Financial Services held 60,590 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.14M as of Q2 2026.
Richardson Financial Services bought 2,420 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $124K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.78% of Richardson Financial Services's portfolio in Q2 2026, its #10 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.21M in Q1 2025.
1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.