Traction Financial Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Traction Financial Partners’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	$749K	Buy	15,959 +7,988	+100%	+$389K	0.46%	25
2025 Q4	$373K	Buy	7,971 +598	+8%	+$28.1K	0.22%	40
2025 Q3	$345K	Buy	7,373 +1,891	+34%	+$84.1K	0.21%	42
2025 Q2	$234K	Buy	+5,482	New	+$221K	0.16%	67
2024 Q3	–	Sell	-6,554	Closed	-$250K	–	57
2024 Q2	$250K	Sell	6,554 -1,676	-20%	-$62.4K	0.18%	49
2024 Q1	$309K	Sell	8,230 -24,806	-75%	-$873K	0.24%	44
2023 Q4	$1.17M	Buy	+33,036	New	+$1.12M	0.78%	20

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

Traction Financial Partners's SPEM Position: Q1 2026 in Review

Traction Financial Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 100% in Q1 2026, buying an estimated $389K and bringing the position to 15,959 shares worth $749K. The position accounts for 0.46% of the portfolio, ranked #25.

Traction Financial Partners first reported a position in SPEM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2023. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Traction Financial Partners held 15,959 shares of State Street SPDR Portfolio Emerging Markets ETF worth $749K as of Q1 2026.
Traction Financial Partners bought 7,988 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $389K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.46% of Traction Financial Partners's portfolio in Q1 2026, its #25 holding.
Traction Financial Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 7 quarters since.
Traction Financial Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.17M in Q4 2023.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.