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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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Root Financial Partners's SPEM Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026, closing a stake of 3,362 shares — an estimated $158K sold.

Root Financial Partners first reported a position in SPEM in Q3 2025 and held it in 3 quarters. The position peaked at $158K in Q1 2026. 1,034 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,362 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $158K.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $158K in Q1 2026.
  • 1,034 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.