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

Summit Financial’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	$15.7M	Buy	303,250 +5,529	+2%	+$283K	0.17%	108
2026 Q1	$14M	Buy	297,721 +184,585	+163%	+$8.99M	0.18%	106
2025 Q4	$5.3M	Buy	113,136 +4,837	+4%	+$228K	0.08%	246
2025 Q3	$5.07M	Buy	108,299 +41,265	+62%	+$1.83M	0.08%	254
2025 Q2	$2.87M	Buy	67,034 +1,874	+3%	+$75.6K	0.06%	241
2025 Q1	$2.57M	Buy	65,160 +2,259	+4%	+$88.6K	0.07%	226
2024 Q4	$2.41M	Buy	62,901 +1,778	+3%	+$71.5K	0.08%	187
2024 Q3	$2.52M	Buy	61,123 +3,184	+5%	+$122K	0.1%	158
2024 Q2	$2.18M	Buy	+57,939	New	+$2.16M	0.1%	143

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

Summit Financial's SPEM Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.9% in Q2 2026, buying an estimated $283K and bringing the position to 303,250 shares worth $15.7M. The position accounts for 0.17% of the portfolio, ranked #108.

Summit Financial first reported a position in SPEM in Q2 2024 and has held it in 9 quarters since. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Summit Financial held 303,250 shares of State Street SPDR Portfolio Emerging Markets ETF worth $15.7M as of Q2 2026.
Summit Financial bought 5,529 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $283K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.17% of Summit Financial's portfolio in Q2 2026, its #108 holding.
Summit Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.