SPAS
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Spectrum Planning & Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Spectrum Planning & Advisory Services’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 		$713K Buy
13,761
+382
+3% +$19.5K 0.32% 49
2026
Q1 		$628K Hold
13,379
– – 0.31% 48
2025
Q4 		$626K Sell
13,379
-354
-3% -$16.7K 0.32% 52
2025
Q3 		$643K Buy
13,733
+246
+2% +$10.9K 0.36% 51
2025
Q2 		$576K Sell
13,487
-2,777
-17% -$112K 0.37% 49
2025
Q1 		$640K Buy
16,264
+465
+3% +$18.2K 0.53% 33
2024
Q4 		$606K Sell
15,799
-506
-3% -$20.4K 0.53% 29
2024
Q3 		$673K Buy
16,305
+2,573
+19% +$98.7K 0.65% 26
2024
Q2 		$516K Buy
+13,732
New +$511K 0.5% 33

Other funds holding SPEM

CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Spectrum Planning & Advisory Services's SPEM Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.9% in Q2 2026, buying an estimated $19.5K and bringing the position to 13,761 shares worth $713K. The position accounts for 0.32% of the portfolio, ranked #49.

Spectrum Planning & Advisory Services first reported a position in SPEM in Q2 2024 and has held it in 9 quarters since. 202 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Spectrum Planning & Advisory Services held 13,761 shares of State Street SPDR Portfolio Emerging Markets ETF worth $713K as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 382 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $19.5K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.32% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #49 holding.
  • Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.