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 Q2	$1.27M	Buy	24,582 +117	+0.5%	+$5.98K	0.81%	29
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 $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

Sound Financial Strategies Group's SPEM Position: Q2 2026 in Review

Sound Financial Strategies Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.48% in Q2 2026, buying an estimated $5.98K and bringing the position to 24,582 shares worth $1.27M. The position accounts for 0.81% of the portfolio, ranked #29.

Sound Financial Strategies Group first reported a position in SPEM in Q2 2024 and has held it in 9 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Sound Financial Strategies Group held 24,582 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.27M as of Q2 2026.
Sound Financial Strategies Group bought 117 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $5.98K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.81% of Sound Financial Strategies Group's portfolio in Q2 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 9 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.