Security Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Security Financial Services’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	$239K	Sell	4,617 -78	-2%	-$3.99K	0.03%	185
2026 Q1	$220K	Sell	4,695 -789	-14%	-$38.4K	0.03%	187
2025 Q4	$257K	Buy	5,484 +47	+0.9%	+$2.21K	0.04%	193
2025 Q3	$255K	Sell	5,437 -1,694	-24%	-$75.3K	0.04%	188
2025 Q2	$305K	Sell	7,131 -20	-0.3%	-$807	0.05%	163
2025 Q1	$282K	Sell	7,151 -29,938	-81%	-$1.17M	0.06%	153
2024 Q4	$1.42M	Buy	37,089 +1,179	+3%	+$47.4K	0.29%	62
2024 Q3	$1.48M	Sell	35,910 -6,007	-14%	-$230K	0.3%	56
2024 Q2	$1.58M	Buy	41,917 +31,299	+295%	+$1.17M	0.34%	48
2024 Q1	$384K	Sell	10,618 -32,139	-75%	-$1.13M	0.09%	121
2023 Q4	$1.51M	Sell	42,757 -12,295	-22%	-$418K	0.37%	51
2023 Q3	$1.85M	Sell	55,052 -26,541	-33%	-$917K	0.52%	40
2023 Q2	$2.81M	Buy	81,593 +377	+0.5%	+$12.9K	0.8%	36
2023 Q1	$2.77M	Buy	+81,216	New	+$2.79M	0.84%	35

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 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