Ritter Daniher Financial Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Ritter Daniher Financial Advisory’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	$1.24K	Hold	24	–	–	﹤0.01%	561
2026 Q1	$1.13K	Hold	24	–	–	﹤0.01%	557
2025 Q4	$1.12K	Hold	24	–	–	﹤0.01%	567
2025 Q3	$1.12K	Hold	24	–	–	﹤0.01%	439
2025 Q2	$1.03K	Hold	24	–	–	﹤0.01%	312
2025 Q1	$945	Hold	24	–	–	﹤0.01%	296
2024 Q4	$921	Hold	24	–	–	﹤0.01%	295
2024 Q3	$991	Buy	+24	New	+$920	﹤0.01%	296
2023 Q3	–	Sell	-6	Closed	-$207	–	373
2023 Q2	$207	Buy	+6	New	+$205	﹤0.01%	324
2022 Q2	–	Sell	-200	Closed	-$8K	–	265
2022 Q1	$8K	Buy	+200	New	+$8.06K	0.01%	182

Other funds holding SPEM

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return