VestGen Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

VestGen Advisors’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	$6.96M	Sell	134,413 -60,170	-31%	-$3.08M	0.2%	107
2026 Q1	$10M	Buy	194,583 +40,841	+27%	+$1.99M	0.27%	74
2025 Q4	$7.2M	Sell	153,742 -152,124	-50%	-$7.16M	0.31%	80
2025 Q3	$14.3M	Buy	305,866 +25,439	+9%	+$1.13M	0.48%	42
2025 Q2	$12.1M	Buy	280,427 +158,755	+130%	+$6.41M	0.48%	45
2025 Q1	$4.79M	Buy	+121,672	New	+$4.77M	0.22%	101

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

VestGen Advisors's SPEM Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 31% in Q2 2026, selling an estimated $3.08M and leaving 134,413 shares worth $6.96M. The position accounts for 0.2% of the portfolio, ranked #107.

VestGen Advisors first reported a position in SPEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.3M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

VestGen Advisors held 134,413 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.96M as of Q2 2026.
VestGen Advisors sold 60,170 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $3.08M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.2% of VestGen Advisors's portfolio in Q2 2026, its #107 holding.
VestGen Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $14.3M in Q3 2025.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.