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

Tobias Financial Advisors’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 		$5.21M Sell
100,682
-1,631
-2% -$83.4K 0.66% 28
2026
Q1 		$4.8M Buy
102,313
+33,386
+48% +$1.63M 0.67% 27
2025
Q4 		$3.23M Buy
68,927
+1,535
+2% +$72.3K 0.46% 42
2025
Q3 		$3.15M Sell
67,392
-1,069
-2% -$47.5K 0.48% 40
2025
Q2 		$2.93M Buy
68,461
+20,378
+42% +$822K 0.5% 40
2025
Q1 		$1.89M Sell
48,083
-906
-2% -$35.5K 0.37% 41
2024
Q4 		$1.88M Sell
48,989
-1,848
-4% -$74.3K 0.38% 39
2024
Q3 		$2.1M Sell
50,837
-1,206
-2% -$46.2K 0.42% 34
2024
Q2 		$1.96M Sell
52,043
-6,745
-11% -$251K 0.42% 36
2024
Q1 		$2.13M Sell
58,788
-1,610
-3% -$56.6K 0.48% 34
2023
Q4 		$2.14M Sell
60,398
-4,697
-7% -$160K 0.52% 34
2023
Q3 		$2.19M Sell
65,095
-3,003
-4% -$104K 0.57% 40
2023
Q2 		$2.34M Buy
68,098
+32
+0% +$1.09K 0.63% 36
2023
Q1 		$2.32M Sell
68,066
-477
-0.7% -$16.4K 0.68% 36
2022
Q4 		$2.26M Buy
68,543
+273
+0.4% +$8.84K 0.74% 35
2022
Q3 		$2.12M Sell
68,270
-11,844
-15% -$403K 0.75% 33
2022
Q2 		$2.79M Buy
80,114
+13,716
+21% +$495K 0.94% 28
2022
Q1 		$2.57M Buy
+66,398
New +$2.67M 0.89% 25
2021
Q4 		– Sell
-45,536
Closed -$1.94M – 110
2021
Q3 		$1.94M Buy
45,536
+1,437
+3% +$62.4K 0.72% 28
2021
Q2 		$2.01M Buy
44,099
+973
+2% +$43.6K 0.79% 28
2021
Q1 		$1.89M Buy
43,126
+20
+0% +$894 0.8% 27
2020
Q4 		$1.82M Buy
43,106
+241
+0.6% +$9.56K 0.83% 25
2020
Q3 		$1.57M Sell
42,865
-3,240
-7% -$118K 0.86% 27
2020
Q2 		$1.54M Buy
46,105
+21,454
+87% +$671K 0.91% 26
2020
Q1 		$702K Buy
24,651
+1,363
+6% +$46.9K 0.51% 31
2019
Q4 		$875K Buy
+23,288
New +$839K 0.56% 29

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

Tobias Financial Advisors's SPEM Position: Q2 2026 in Review

Tobias Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.6% in Q2 2026, selling an estimated $83.4K and leaving 100,682 shares worth $5.21M. The position accounts for 0.66% of the portfolio, ranked #28.

Tobias Financial Advisors first reported a position in SPEM in Q4 2019 and has held it in 26 quarters since. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Tobias Financial Advisors held 100,682 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.21M as of Q2 2026.
  • Tobias Financial Advisors sold 1,631 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $83.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.66% of Tobias Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Tobias Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

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