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

Sun 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 		$242K Buy
4,622
+529
+13% +$27.1K 0.11% 151
2026
Q1 		$214K Sell
4,093
-197
-5% -$9.6K 0.11% 159
2025
Q4 		$201K Buy
+4,290
New +$202K 0.11% 157

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 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sun Financial's SPEM Position: Q2 2026 in Review

Sun Financial increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 13% in Q2 2026, buying an estimated $27.1K and bringing the position to 4,622 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #151.

Sun Financial first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. 1,037 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Sun Financial held 4,622 shares of State Street SPDR Portfolio Emerging Markets ETF worth $242K as of Q2 2026.
  • Sun Financial bought 529 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $27.1K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.11% of Sun Financial's portfolio in Q2 2026, its #151 holding.
  • Sun Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,037 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

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