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Valtinson Bruner Financial Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Valtinson Bruner Financial Planning’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 		$8.98M Sell
191,350
-3,490
-2% -$170K 2.47% 12
2025
Q4 		$9.12M Buy
194,840
+3,666
+2% +$173K 2.62% 11
2025
Q3 		$8.95M Buy
191,174
+10,301
+6% +$458K 2.65% 10
2025
Q2 		$7.73M Sell
180,873
-26,128
-13% -$1.05M 2.43% 10
2025
Q1 		$8.15M Buy
207,001
+8,606
+4% +$337K 2.75% 11
2024
Q4 		$7.61M Buy
198,395
+8,374
+4% +$337K 2.66% 9
2024
Q3 		$7.84M Buy
190,021
+14,291
+8% +$548K 2.73% 10
2024
Q2 		$6.62M Buy
175,730
+3,175
+2% +$118K 2.63% 9
2024
Q1 		$6.24M Buy
172,555
+62,123
+56% +$2.19M 2.66% 11
2023
Q4 		$3.91M Buy
110,432
+1,206
+1% +$41K 2.01% 15
2023
Q3 		$3.67M Buy
109,226
+8,259
+8% +$285K 2.01% 17
2023
Q2 		$3.47M Sell
100,967
-11,929
-11% -$408K 1.87% 17
2023
Q1 		$3.85M Buy
112,896
+10,661
+10% +$367K 2.2% 12
2022
Q4 		$3.6M Sell
102,235
-12,904
-11% -$418K 2.08% 13
2022
Q3 		$3.57M Buy
115,139
+32,807
+40% +$1.12M 2.21% 11
2022
Q2 		$2.86M Sell
82,332
-25,927
-24% -$936K 1.74% 18
2022
Q1 		$4.12M Buy
108,259
+29,087
+37% +$1.17M 2.36% 10
2021
Q4 		$3.29M Sell
79,172
-4,225
-5% -$181K 1.8% 15
2021
Q3 		$3.71M Sell
83,397
-844
-1% -$36.6K 2.04% 15
2021
Q2 		$3.53M Buy
84,241
+26,765
+47% +$1.2M 2.01% 16
2021
Q1 		$2.54M Buy
57,476
+10,635
+23% +$475K 1.5% 26
2020
Q4 		$2.02M Buy
46,841
+5,549
+13% +$220K 1.27% 24
2020
Q3 		$1.55M Buy
41,292
+28,050
+212% +$1.02M 1.08% 24
2020
Q2 		$481K Buy
+13,242
New +$414K 0.34% 51
2020
Q1 		– Sell
-76,009
Closed -$2.86M – 78
2019
Q4 		$2.86M Buy
76,009
+23,242
+44% +$838K 2.06% 15
2019
Q3 		$1.84M Sell
52,767
-67,202
-56% -$2.33M 1.5% 19
2019
Q2 		$4.29M Buy
119,969
+1,373
+1% +$48.6K 3.63% 7
2019
Q1 		$4.24M Buy
118,596
+108,425
+1,066% +$3.78M 3.7% 6
2018
Q4 		$329K Buy
+10,171
New +$335K 0.34% 25

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Valtinson Bruner Financial Planning's SPEM Position: Q1 2026 in Review

Valtinson Bruner Financial Planning reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.8% in Q1 2026, selling an estimated $170K and leaving 191,350 shares worth $8.98M. The position accounts for 2.47% of the portfolio, ranked #12.

Valtinson Bruner Financial Planning first reported a position in SPEM in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.12M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Valtinson Bruner Financial Planning held 191,350 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.98M as of Q1 2026.
  • Valtinson Bruner Financial Planning sold 3,490 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $170K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.47% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #12 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 29 quarters since.
  • Valtinson Bruner Financial Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $9.12M in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.