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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
Q2 		$392K Sell
7,571
-182
-2% -$9.31K 0.06% 107
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Vertex Planning Partners's SPEM Position: Q2 2026 in Review

Vertex Planning Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.3% in Q2 2026, selling an estimated $9.31K and leaving 7,571 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #107.

Vertex Planning Partners first reported a position in SPEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.19M in Q2 2025. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Vertex Planning Partners held 7,571 shares of State Street SPDR Portfolio Emerging Markets ETF worth $392K as of Q2 2026.
  • Vertex Planning Partners sold 182 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $9.31K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #107 holding.
  • Vertex Planning Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Vertex Planning Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.19M in Q2 2025.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.