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

Vested 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 Q3	$2.33M	Sell	45,079 -3,285	-7%	-$170K	1.63%	12
2026 Q2	$2.5M	Buy	48,364 +1,556	+3%	+$79.6K	1.68%	11
2026 Q1	$2.2M	Buy	46,808 +4,134	+10%	+$201K	1.67%	12
2025 Q4	$2M	Buy	42,674 +2,648	+7%	+$125K	1.54%	12
2025 Q3	$1.87M	Buy	40,026 +21	+0.1%	+$934	1.52%	12
2025 Q2	$1.71M	Buy	40,005 +1,257	+3%	+$50.7K	1.52%	12
2025 Q1	$1.53M	Buy	38,748 +410	+1%	+$16.1K	1.52%	11
2024 Q4	$1.47M	Buy	+38,338	New	+$1.54M	1.39%	11

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Vested Financial Planning's SPEM Position: Q3 2026 in Review

Vested Financial Planning reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.8% in Q3 2026, selling an estimated $170K and leaving 45,079 shares worth $2.33M. The position accounts for 1.63% of the portfolio, ranked #12.

Vested Financial Planning first reported a position in SPEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q2 2026. 923 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Vested Financial Planning held 45,079 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.33M as of Q3 2026.
Vested Financial Planning sold 3,285 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $170K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.63% of Vested Financial Planning's portfolio in Q3 2026, its #12 holding.
Vested Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
Vested Financial Planning's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.5M in Q2 2026.
923 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Vested Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.