RTD Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

RTD Financial Advisors’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	$2.63M	Sell	50,734 -147	-0.3%	-$7.52K	0.29%	54
2026 Q1	$2.39M	Sell	50,881 -617	-1%	-$30.1K	0.29%	52
2025 Q4	$2.41M	Sell	51,498 -97	-0.2%	-$4.57K	0.29%	50
2025 Q3	$2.42M	Hold	51,595	–	–	0.29%	51
2025 Q2	$2.21M	Buy	51,595 +17,763	+53%	+$717K	0.28%	50
2025 Q1	$1.33M	Buy	33,832 +782	+2%	+$30.7K	0.18%	58
2024 Q4	$1.27M	Sell	33,050 -76	-0.2%	-$3.06K	0.16%	60
2024 Q3	$1.37M	Hold	33,126	–	–	0.17%	58
2024 Q2	$1.25M	Hold	33,126	–	–	0.17%	60
2024 Q1	$1.2M	Hold	33,126	–	–	0.16%	60
2023 Q4	$1.17M	Buy	33,126 +1,314	+4%	+$44.7K	0.16%	59
2023 Q3	$1.07M	Buy	31,812 +282	+0.9%	+$9.75K	0.16%	59
2023 Q2	$1.08M	Buy	31,530 +279	+0.9%	+$9.54K	0.16%	58
2023 Q1	$1.07M	Sell	31,251 -2,558	-8%	-$88K	0.17%	56
2022 Q4	$1.11M	Sell	33,809 -5,836	-15%	-$189K	0.18%	56
2022 Q3	$1.23M	Sell	39,645 -7,048	-15%	-$240K	0.23%	51
2022 Q2	$1.62M	Buy	46,693 +10,213	+28%	+$369K	0.25%	53
2022 Q1	$1.41M	Buy	36,480 +5,153	+16%	+$208K	0.19%	54
2021 Q4	$1.3M	Buy	+31,327	New	+$1.34M	0.17%	57

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

RTD Financial Advisors's SPEM Position: Q2 2026 in Review

RTD Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.29% in Q2 2026, selling an estimated $7.52K and leaving 50,734 shares worth $2.63M. The position accounts for 0.29% of the portfolio, ranked #54.

RTD Financial Advisors first reported a position in SPEM in Q4 2021 and has held it in 19 quarters since. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

RTD Financial Advisors held 50,734 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.63M as of Q2 2026.
RTD Financial Advisors sold 147 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $7.52K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.29% of RTD Financial Advisors's portfolio in Q2 2026, its #54 holding.
RTD Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.