Root Financial Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Root Financial Partners’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	$158K	Buy	+3,049	New	+$158K	0.01%	536
2026 Q2	–	Sell	-3,362	Closed	-$158K	–	2771
2026 Q1	$158K	Buy	3,362 +557	+20%	+$27.1K	0.01%	401
2025 Q4	$131K	Buy	2,805 +314	+13%	+$14.8K	0.01%	380
2025 Q3	$117K	Buy	+2,491	New	+$111K	0.01%	395

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Root Financial Partners's SPEM Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2026: 3,049 shares worth $158K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPEM as recently as Q1 2026.

Root Financial Partners first reported a position in SPEM in Q3 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Root Financial Partners held 3,049 shares of State Street SPDR Portfolio Emerging Markets ETF worth $158K as of Q3 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #536 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2025 and has held it in 4 quarters since.
923 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.