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 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 $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Richardson Financial Services's SPEM Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.8% in Q1 2026, selling an estimated $176K and leaving 58,170 shares worth $2.73M. The position accounts for 1.71% of the portfolio, ranked #11.

Richardson Financial Services first reported a position in SPEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.21M in Q1 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Richardson Financial Services held 58,170 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.73M as of Q1 2026.
Richardson Financial Services sold 3,606 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $176K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.71% of Richardson Financial Services's portfolio in Q1 2026, its #11 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.21M in Q1 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.