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

Sunburst Financial Group’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 		$985K Sell
19,015
-92
-0.5% -$4.71K 0.16% 57
2026
Q1 		$896K Sell
19,107
-1,339
-7% -$65.2K 0.17% 56
2025
Q4 		$957K Buy
20,446
+523
+3% +$24.6K 0.19% 51
2025
Q3 		$933K Sell
19,923
-204
-1% -$9.07K 0.2% 49
2025
Q2 		$860K Sell
20,127
-36
-0.2% -$1.45K 0.19% 49
2025
Q1 		$794K Sell
20,163
-375
-2% -$14.7K 0.19% 51
2024
Q4 		$788K Sell
20,538
-3,648
-15% -$147K 0.19% 54
2024
Q3 		$998K Sell
24,186
-60
-0.2% -$2.3K 0.25% 47
2024
Q2 		$913K Sell
24,246
-284
-1% -$10.6K 0.25% 51
2024
Q1 		$890K Buy
24,530
+1,242
+5% +$43.7K 0.25% 49
2023
Q4 		$825K Buy
23,288
+1,488
+7% +$50.6K 0.26% 49
2023
Q3 		$732K Buy
21,800
+2,121
+11% +$73.3K 0.26% 46
2023
Q2 		$677K Buy
19,679
+731
+4% +$25K 0.24% 51
2023
Q1 		$647K Buy
18,948
+869
+5% +$29.9K 0.24% 51
2022
Q4 		$596K Sell
18,079
-18,297
-50% -$593K 0.24% 50
2022
Q3 		$1.13M Buy
36,376
+851
+2% +$29K 0.55% 26
2022
Q2 		$1.24M Buy
+35,525
New +$1.28M 0.59% 26

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

Sunburst Financial Group's SPEM Position: Q2 2026 in Review

Sunburst Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.48% in Q2 2026, selling an estimated $4.71K and leaving 19,015 shares worth $985K. The position accounts for 0.16% of the portfolio, ranked #57.

Sunburst Financial Group first reported a position in SPEM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.24M in Q2 2022. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Sunburst Financial Group held 19,015 shares of State Street SPDR Portfolio Emerging Markets ETF worth $985K as of Q2 2026.
  • Sunburst Financial Group sold 92 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $4.71K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of Sunburst Financial Group's portfolio in Q2 2026, its #57 holding.
  • Sunburst Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • Sunburst Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.24M in Q2 2022.
  • 1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.