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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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Root Financial Partners's SPEM Position: Q1 2026 in Review

Root Financial Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q1 2026, buying an estimated $27.1K and bringing the position to 3,362 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #401.

Root Financial Partners first reported a position in SPEM in Q3 2025 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Root Financial Partners held 3,362 shares of State Street SPDR Portfolio Emerging Markets ETF worth $158K as of Q1 2026.
  • Root Financial Partners bought 557 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $27.1K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #401 holding.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.