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Strategic Financial Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Strategic Financial Planning’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 		$1.94M Buy
+37,476
New +$1.92M 1.01% 20
2026
Q1 		– Sell
-39,233
Closed -$1.84M – 53
2025
Q4 		$1.84M Sell
39,233
-357
-0.9% -$16.8K 1.04% 21
2025
Q3 		$1.85M Sell
39,590
-2,526
-6% -$112K 1.07% 20
2025
Q2 		$1.8M Sell
42,116
-1,057
-2% -$42.7K 1.12% 20
2025
Q1 		$1.7M Buy
43,173
+28
+0.1% +$1.1K 1.17% 20
2024
Q4 		$1.66M Sell
43,145
-350
-0.8% -$14.1K 1.13% 20
2024
Q3 		$1.8M Buy
43,495
+3,838
+10% +$147K 1.19% 20
2024
Q2 		$1.49M Sell
39,657
-1,178
-3% -$43.9K 1.08% 20
2024
Q1 		$1.48M Sell
40,835
-3
-0% -$106 1.11% 20
2023
Q4 		$1.45M Buy
40,838
+30,422
+292% +$1.03M 1.13% 20
2023
Q3 		$350K Sell
10,416
-89
-0.8% -$3.08K 0.32% 27
2023
Q2 		$361K Sell
10,505
-2,646
-20% -$90.5K 0.32% 27
2023
Q1 		$449K Sell
13,151
-40
-0.3% -$1.38K 0.41% 27
2022
Q4 		$435K Sell
13,191
-10,041
-43% -$325K 0.42% 27
2022
Q3 		$721K Buy
23,232
+9,355
+67% +$318K 0.75% 24
2022
Q2 		$482K Sell
13,877
-15,035
-52% -$543K 0.46% 27
2022
Q1 		$1.12M Buy
28,912
+19,421
+205% +$782K 0.93% 20
2021
Q4 		$394K Sell
9,491
-2,216
-19% -$94.7K 0.28% 28
2021
Q3 		$498K Sell
11,707
-1,400
-11% -$60.8K 0.36% 27
2021
Q2 		$596K Buy
13,107
+7,614
+139% +$341K 0.43% 25
2021
Q1 		$240K Buy
5,493
+379
+7% +$16.9K 0.18% 31
2020
Q4 		$216K Buy
+5,114
New +$203K 0.19% 31
2020
Q1 		– Sell
-143,004
Closed -$5.38M – 29
2019
Q4 		$5.38M Buy
+143,004
New +$5.15M 5.23% 7

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Strategic Financial Planning's SPEM Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 37,476 shares worth $1.94M. The stake represents 1.01% of the portfolio and ranks #20 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SPEM as recently as Q4 2025.

Strategic Financial Planning first reported a position in SPEM in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.38M in Q4 2019. 1,026 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Strategic Financial Planning held 37,476 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.94M as of Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Strategic Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.01% of Strategic Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Strategic Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 23 quarters since.
  • Strategic Financial Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.38M in Q4 2019.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.