Strategic Financial Partners’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Strategic Financial Partners’s Portfolio QEMM Stock Details QEMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Hold	3,941	–	–	0.12%	69
2025 Q4	$261K	Buy	3,941 +34	+0.9%	+$2.27K	0.11%	71
2025 Q3	$259K	Sell	3,907 -52	-1%	-$3.35K	0.12%	71
2025 Q2	$250K	Buy	3,959 +12	+0.3%	+$713	0.12%	71
2025 Q1	$228K	Buy	+3,947	New	+$228K	0.12%	69
2024 Q2	–	Sell	-4,096	Closed	-$237K	–	72
2024 Q1	$237K	Buy	+4,096	New	+$232K	0.13%	67
2022 Q2	–	Sell	-3,395	Closed	-$218K	–	68
2022 Q1	$218K	Sell	3,395 -889	-21%	-$58.6K	0.11%	66
2021 Q4	$290K	Buy	4,284 +15	+0.4%	+$1.02K	0.14%	58
2021 Q3	$289K	Hold	4,269	–	–	0.16%	58
2021 Q2	$300K	Sell	4,269 -141	-3%	-$9.76K	0.17%	56
2021 Q1	$300K	Hold	4,410	–	–	0.18%	58
2020 Q4	$287K	Buy	4,410 +14	+0.3%	+$854	0.19%	56
2020 Q3	$248K	Sell	4,396 -1,045	-19%	-$59.2K	0.19%	58
2020 Q2	$287K	Sell	5,441 -2,290	-30%	-$115K	0.24%	50
2020 Q1	$362K	Sell	7,731 -2,234	-22%	-$124K	0.38%	44
2019 Q4	$606K	Buy	+9,965	New	+$591K	0.5%	36

Other funds holding QEMM

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

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $767M AUM 21.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Strategic Financial Partners's QEMM Position: Q1 2026 in Review

Strategic Financial Partners held its State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) position steady in Q1 2026 at 3,941 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #69.

Strategic Financial Partners first reported a position in QEMM in Q4 2019 and has held it in 16 quarters since. The position peaked at $606K in Q4 2019. 32 funds tracked by Wall St. Rank hold QEMM as of Q1 2026.

Strategic Financial Partners held 3,941 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $273K as of Q1 2026.
Strategic Financial Partners left its State Street SPDR MSCI Emerging Markets StrategicFactors ETF share count unchanged in Q1 2026.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up 0.12% of Strategic Financial Partners's portfolio in Q1 2026, its #69 holding.
Strategic Financial Partners first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q4 2019 and has held it in 16 quarters since.
Strategic Financial Partners's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $606K in Q4 2019.
32 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.