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Synergy Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Synergy Investment Management’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 		$89.7K Sell
1,733
-164
-9% -$8.39K 0.02% 284
2026
Q1 		$89K Buy
+1,897
New +$92.4K 0.03% 204
2025
Q2 		– Sell
-3,432
Closed -$135K – 494
2025
Q1 		$135K Buy
3,432
+22
+0.6% +$863 0.06% 149
2024
Q4 		$131K Buy
+3,410
New +$137K 0.06% 153

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

Synergy Investment Management's SPEM Position: Q2 2026 in Review

Synergy Investment Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.6% in Q2 2026, selling an estimated $8.39K and leaving 1,733 shares worth $89.7K. The position accounts for 0.02% of the portfolio, ranked #284.

Synergy Investment Management first reported a position in SPEM in Q4 2024 and has held it in 4 quarters since. The position peaked at $135K in Q1 2025. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Synergy Investment Management held 1,733 shares of State Street SPDR Portfolio Emerging Markets ETF worth $89.7K as of Q2 2026.
  • Synergy Investment Management sold 164 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $8.39K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #284 holding.
  • Synergy Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $135K in Q1 2025.
  • 1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.