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

TPG 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	$10.3M	Sell	198,043 -33,837	-15%	-$1.73M	3.06%	12
2026 Q1	$10.9M	Buy	231,880 +3,787	+2%	+$185K	3.54%	11
2025 Q4	$10.7M	Buy	228,093 +26,510	+13%	+$1.25M	3.56%	10
2025 Q3	$9.44M	Buy	201,583 +792	+0.4%	+$35.2K	3.51%	10
2025 Q2	$8.58M	Buy	200,791 +27,233	+16%	+$1.1M	3.43%	10
2025 Q1	$6.83M	Sell	173,558 -11,446	-6%	-$449K	3.02%	13
2024 Q4	$7.1M	Sell	185,004 -89,552	-33%	-$3.6M	3.09%	12
2024 Q3	$11.3M	Buy	274,556 +15,526	+6%	+$595K	5.1%	5
2024 Q2	$9.76M	Buy	+259,030	New	+$9.65M	4.62%	7
2023 Q4	$7.15M	Buy	204,437 +14,917	+8%	+$507K	3.64%	9
2023 Q3	$6.36M	Buy	189,520 +27,456	+17%	+$949K	3.29%	9
2023 Q2	$5.57M	Buy	162,064 +88,379	+120%	+$3.02M	2.92%	11
2023 Q1	$2.51M	Buy	73,685 +2,622	+4%	+$90.2K	1.37%	21
2022 Q4	$2.34M	Sell	71,063 -5,052	-7%	-$164K	1.42%	19
2022 Q3	$2.36M	Buy	76,115 +1,157	+2%	+$39.4K	1.45%	22
2022 Q2	$2.61M	Buy	74,958 +839	+1%	+$30.3K	1.75%	17
2022 Q1	$2.86M	Buy	74,119 +2,195	+3%	+$88.4K	1.73%	17
2021 Q4	$2.98M	Sell	71,924 -51,419	-42%	-$2.2M	1.83%	15
2021 Q3	$5.25M	Buy	123,343 +16,038	+15%	+$696K	3.46%	12
2021 Q2	$4.88M	Sell	107,305 -8,492	-7%	-$380K	3.43%	11
2021 Q1	$5.07M	Sell	115,797 -7,757	-6%	-$347K	3.53%	11
2020 Q4	$5.21M	Buy	123,554 +19,055	+18%	+$756K	3.87%	11
2020 Q3	$3.82M	Sell	104,499 -12,039	-10%	-$439K	3.26%	12
2020 Q2	$3.9M	Sell	116,538 -5,882	-5%	-$184K	3.5%	12
2020 Q1	$3.48M	Sell	122,420 -15,782	-11%	-$543K	3.46%	11
2019 Q4	$5.2M	Buy	138,202 +9,003	+7%	+$324K	4.28%	10
2019 Q3	$4.43M	Buy	129,199 +38,847	+43%	+$1.35M	3.99%	11
2019 Q2	$3.28M	Sell	90,352 -25,111	-22%	-$890K	3%	9
2019 Q1	$4.19M	Buy	115,463 +30,309	+36%	+$1.06M	4.05%	10
2018 Q4	$2.76M	Buy	+85,154	New	+$2.81M	2.99%	12

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

TPG Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 15% in Q2 2026, selling an estimated $1.73M and leaving 198,043 shares worth $10.3M. The position accounts for 3.06% of the portfolio, ranked #12.

TPG Financial Advisors first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.3M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

TPG Financial Advisors held 198,043 shares of State Street SPDR Portfolio Emerging Markets ETF worth $10.3M as of Q2 2026.
TPG Financial Advisors sold 33,837 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.73M.
State Street SPDR Portfolio Emerging Markets ETF made up 3.06% of TPG Financial Advisors's portfolio in Q2 2026, its #12 holding.
TPG Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
TPG Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $11.3M in Q3 2024.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.