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

Sound Financial Strategies 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 Q1	$1.15M	Buy	24,465 +9,929	+68%	+$484K	0.78%	29
2025 Q4	$680K	Sell	14,536 -126	-0.9%	-$5.93K	0.48%	58
2025 Q3	$686K	Buy	14,662 +578	+4%	+$25.7K	0.5%	67
2025 Q2	$602K	Buy	14,084 +69	+0.5%	+$2.78K	0.51%	78
2025 Q1	$552K	Buy	14,015 +502	+4%	+$19.7K	0.49%	79
2024 Q4	$518K	Sell	13,513 -1,517	-10%	-$61K	0.43%	72
2024 Q3	$620K	Sell	15,030 -90	-0.6%	-$3.45K	0.5%	66
2024 Q2	$570K	Buy	+15,120	New	+$563K	0.49%	61

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Sound Financial Strategies Group's SPEM Position: Q1 2026 in Review

Sound Financial Strategies Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 68% in Q1 2026, buying an estimated $484K and bringing the position to 24,465 shares worth $1.15M. The position accounts for 0.78% of the portfolio, ranked #29.

Sound Financial Strategies Group first reported a position in SPEM in Q2 2024 and has held it in 8 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Sound Financial Strategies Group held 24,465 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.15M as of Q1 2026.
Sound Financial Strategies Group bought 9,929 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $484K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.78% of Sound Financial Strategies Group's portfolio in Q1 2026, its #29 holding.
Sound Financial Strategies Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 8 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.