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

Sunrise Financial Services’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 		$48.3K Sell
932
-677
-42% -$34.6K 0.03% 117
2026
Q1 		$75.5K Buy
+1,609
New +$78.4K 0.05% 91

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

Sunrise Financial Services's SPEM Position: Q2 2026 in Review

Sunrise Financial Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 42% in Q2 2026, selling an estimated $34.6K and leaving 932 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #117.

Sunrise Financial Services first reported a position in SPEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $75.5K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Sunrise Financial Services held 932 shares of State Street SPDR Portfolio Emerging Markets ETF worth $48.3K as of Q2 2026.
  • Sunrise Financial Services sold 677 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $34.6K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #117 holding.
  • Sunrise Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $75.5K in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

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