Vertex Planning Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Vertex Planning 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	$364K	Sell	7,753 -75,754	-91%	-$3.69M	0.07%	98
2025 Q4	$3.91M	Buy	83,507 +443	+0.5%	+$20.9K	0.91%	26
2025 Q3	$3.89M	Sell	83,064 -14,876	-15%	-$661K	0.75%	30
2025 Q2	$4.19M	Buy	97,940 +47,146	+93%	+$1.9M	0.87%	29
2025 Q1	$2M	Buy	50,794 +20,219	+66%	+$793K	0.44%	40
2024 Q4	$1.17M	Buy	30,575 +149	+0.5%	+$5.99K	0.26%	55
2024 Q3	$1.26M	Sell	30,426 -22,403	-42%	-$859K	0.3%	44
2024 Q2	$1.99M	Buy	52,829 +31,589	+149%	+$1.18M	0.52%	30
2024 Q1	$769K	Sell	21,240 -18,446	-46%	-$649K	0.21%	56
2023 Q4	$1.41M	Buy	39,686 +1,681	+4%	+$57.2K	0.42%	31
2023 Q3	$1.28M	Sell	38,005 -23,203	-38%	-$802K	0.44%	31
2023 Q2	$2.1M	Buy	61,208 +6,608	+12%	+$226K	0.72%	21
2023 Q1	$1.86M	Buy	54,600 +42,524	+352%	+$1.46M	0.7%	22
2022 Q4	$398K	Buy	+12,076	New	+$391K	0.16%	83

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

Vertex Planning Partners's SPEM Position: Q1 2026 in Review

Vertex Planning Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 91% in Q1 2026, selling an estimated $3.69M and leaving 7,753 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #98.

Vertex Planning Partners first reported a position in SPEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.19M in Q2 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Vertex Planning Partners held 7,753 shares of State Street SPDR Portfolio Emerging Markets ETF worth $364K as of Q1 2026.
Vertex Planning Partners sold 75,754 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $3.69M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of Vertex Planning Partners's portfolio in Q1 2026, its #98 holding.
Vertex Planning Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.19M in Q2 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.