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 Q3	$2.92M	Sell	56,359 -4,231	-7%	-$219K	1.65%	11
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 $179B AUM 16.96% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Richardson Financial Services's SPEM Position: Q3 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7% in Q3 2026, selling an estimated $219K and leaving 56,359 shares worth $2.92M. The position accounts for 1.65% of the portfolio, ranked #11.

Richardson Financial Services first reported a position in SPEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.21M in Q1 2025. 501 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Richardson Financial Services held 56,359 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.92M as of Q3 2026.
Richardson Financial Services sold 4,231 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $219K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.65% of Richardson Financial Services's portfolio in Q3 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 12 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.21M in Q1 2025.
501 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.