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

Tilson 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 Q1	$234K	Sell	4,980 -415	-8%	-$20.2K	0.07%	76
2025 Q4	$253K	Buy	5,395 +88	+2%	+$4.14K	0.08%	75
2025 Q3	$248K	Hold	5,307	–	–	0.08%	71
2025 Q2	$227K	Sell	5,307 -78	-1%	-$3.15K	0.09%	72
2025 Q1	$212K	Sell	5,385 -596	-10%	-$23.4K	0.08%	68
2024 Q4	$230K	Sell	5,981 -1,475	-20%	-$59.3K	0.09%	65
2024 Q3	$308K	Hold	7,456	–	–	0.13%	59
2024 Q2	$281K	Buy	7,456 +11	+0.1%	+$410	0.28%	32
2024 Q1	$269K	Hold	7,445	–	–	0.14%	60
2023 Q4	$264K	Buy	7,445 +13	+0.2%	+$442	0.17%	57
2023 Q3	$250K	Hold	7,432	–	–	0.2%	55
2023 Q2	$256K	Sell	7,432 -819	-10%	-$28K	0.44%	26
2023 Q1	$282K	Sell	8,251 -596	-7%	-$20.5K	0.23%	51
2022 Q4	$292K	Buy	+8,847	New	+$287K	0.25%	50

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Tilson Financial Group's SPEM Position: Q1 2026 in Review

Tilson Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7.7% in Q1 2026, selling an estimated $20.2K and leaving 4,980 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #76.

Tilson Financial Group first reported a position in SPEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $308K in Q3 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Tilson Financial Group held 4,980 shares of State Street SPDR Portfolio Emerging Markets ETF worth $234K as of Q1 2026.
Tilson Financial Group sold 415 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $20.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of Tilson Financial Group's portfolio in Q1 2026, its #76 holding.
Tilson Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Tilson Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $308K in Q3 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.