Vantage Financial Partners (Wisconsin)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$768K	Buy	16,402 +752	+5%	+$35.4K	0.16%	86
2025 Q3	$733K	Sell	15,650 -661	-4%	-$29.4K	0.15%	85
2025 Q2	$697K	Buy	16,311 +628	+4%	+$25.3K	0.16%	92
2025 Q1	$617K	Sell	15,683 -12,118	-44%	-$475K	0.15%	87
2024 Q4	$1.07M	Sell	27,801 -2,023	-7%	-$81.4K	0.27%	59
2024 Q3	$1.23M	Sell	29,824 -7,453	-20%	-$286K	0.31%	48
2024 Q2	$1.4M	Sell	37,277 -4,867	-12%	-$181K	0.36%	34
2024 Q1	$1.53M	Buy	42,144 +415	+1%	+$14.6K	0.41%	34
2023 Q4	$1.48M	Buy	+41,729	New	+$1.42M	0.43%	33

Other funds holding SPEM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SPEM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.8% in Q4 2025, buying an estimated $35.4K and bringing the position to 16,402 shares worth $768K. The position accounts for 0.16% of the portfolio, ranked #86.

Vantage Financial Partners (Wisconsin) first reported a position in SPEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.53M in Q1 2024. 979 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 16,402 shares of State Street SPDR Portfolio Emerging Markets ETF worth $768K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 752 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $35.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #86 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.53M in Q1 2024.
979 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.