Sharkey, Howes & Javer’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sharkey, Howes & Javer’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	$1.41M	Sell	27,175 -29,609	-52%	-$1.51M	0.17%	69
2026 Q1	$2.66M	Sell	56,784 -18,856	-25%	-$919K	0.36%	44
2025 Q4	$3.54M	Sell	75,640 -13,251	-15%	-$624K	0.45%	38
2025 Q3	$4.16M	Sell	88,891 -38,069	-30%	-$1.69M	0.53%	36
2025 Q2	$5.43M	Sell	126,960 -54,519	-30%	-$2.2M	0.73%	30
2025 Q1	$7.14M	Sell	181,479 -2,678	-1%	-$105K	1.02%	27
2024 Q4	$7.07M	Buy	184,157 +16,116	+10%	+$648K	0.99%	22
2024 Q3	$6.94M	Buy	+168,041	New	+$6.44M	0.99%	22

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Sharkey, Howes & Javer's SPEM Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 52% in Q2 2026, selling an estimated $1.51M and leaving 27,175 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #69.

Sharkey, Howes & Javer first reported a position in SPEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.14M in Q1 2025. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Sharkey, Howes & Javer held 27,175 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.41M as of Q2 2026.
Sharkey, Howes & Javer sold 29,609 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.51M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.17% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #69 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 8 quarters since.
Sharkey, Howes & Javer's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.14M in Q1 2025.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.