Spartan Planning & Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Spartan Planning & Wealth Management’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	$646K	Sell	13,778 -10,783	-44%	-$525K	0.48%	33
2025 Q4	$1.15M	Buy	24,561 +3,970	+19%	+$187K	0.85%	21
2025 Q3	$964K	Buy	20,591 +2,732	+15%	+$121K	0.75%	27
2025 Q2	$763K	Sell	17,859 -59,530	-77%	-$2.4M	0.65%	32
2025 Q1	$3.05M	Sell	77,389 -10,760	-12%	-$422K	2.95%	13
2024 Q4	$3.38M	Buy	+88,149	New	+$3.55M	3.09%	12
2023 Q4	$3.84M	Buy	108,336 +69,435	+178%	+$2.36M	4.09%	8
2023 Q3	$1.31M	Buy	+38,901	New	+$1.34M	1.53%	13
2022 Q4	$1.21M	Buy	36,780 +1,567	+4%	+$50.8K	1.51%	12
2022 Q3	$1.09M	Buy	35,213 +3,910	+12%	+$133K	1.43%	10
2022 Q2	$1.09M	Buy	31,303 +1,688	+6%	+$61K	1.45%	8
2022 Q1	$1.14M	Buy	+29,615	New	+$1.19M	1.43%	13

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

Spartan Planning & Wealth Management's SPEM Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 44% in Q1 2026, selling an estimated $525K and leaving 13,778 shares worth $646K. The position accounts for 0.48% of the portfolio, ranked #33.

Spartan Planning & Wealth Management first reported a position in SPEM in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.84M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Spartan Planning & Wealth Management held 13,778 shares of State Street SPDR Portfolio Emerging Markets ETF worth $646K as of Q1 2026.
Spartan Planning & Wealth Management sold 10,783 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $525K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.48% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #33 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2022 and has held it in 12 quarters since.
Spartan Planning & Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.84M in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.