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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
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
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

Vested Financial Planning's SPEM Position: Q1 2026 in Review

Vested Financial Planning increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.7% in Q1 2026, buying an estimated $201K and bringing the position to 46,808 shares worth $2.2M. The position accounts for 1.67% of the portfolio, ranked #12.

Vested Financial Planning first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Vested Financial Planning held 46,808 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.2M as of Q1 2026.
  • Vested Financial Planning bought 4,134 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $201K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.67% of Vested Financial Planning's portfolio in Q1 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 6 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.