Shum Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Shum Financial Group’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	$4.38M	Buy	84,553 +5,297	+7%	+$271K	2.64%	9
2026 Q1	$3.72M	Buy	79,256 +1,980	+3%	+$96.5K	2.63%	10
2025 Q4	$3.62M	Buy	77,276 +3,824	+5%	+$180K	2.61%	9
2025 Q3	$3.44M	Buy	+73,452	New	+$3.27M	2.57%	9
2025 Q1	$2.94M	Buy	74,594 +1,916	+3%	+$75.1K	2.54%	8
2024 Q4	$2.79M	Buy	72,678 +685	+1%	+$27.6K	2.41%	8
2024 Q3	$2.95M	Buy	+71,993	New	+$2.76M	2.46%	8

Other funds holding SPEM

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 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

Shum Financial Group's SPEM Position: Q2 2026 in Review

Shum Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.7% in Q2 2026, buying an estimated $271K and bringing the position to 84,553 shares worth $4.38M. The position accounts for 2.64% of the portfolio, ranked #9.

Shum Financial Group first reported a position in SPEM in Q3 2024 and has held it in 7 quarters since. 645 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Shum Financial Group held 84,553 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.38M as of Q2 2026.
Shum Financial Group bought 5,297 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $271K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.64% of Shum Financial Group's portfolio in Q2 2026, its #9 holding.
Shum Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 7 quarters since.
645 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.