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

Waller Financial Planning Group’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 		$897K Sell
17,318
-400
-2% -$20.5K 0.18% 42
2026
Q1 		$831K Hold
17,718
– – 0.18% 39
2025
Q4 		$829K Sell
17,718
-1,727
-9% -$81.3K 0.18% 43
2025
Q3 		$910K Hold
19,445
– – 0.21% 39
2025
Q2 		$831K Sell
19,445
-6,758
-26% -$273K 0.2% 41
2025
Q1 		$1.03M Sell
26,203
-7,064
-21% -$277K 0.29% 35
2024
Q4 		$1.28M Sell
33,267
-434,716
-93% -$17.5M 0.32% 34
2024
Q3 		$19.3M Buy
467,983
+4,182
+0.9% +$160K 4.79% 9
2024
Q2 		$17.5M Sell
463,801
-1,720
-0.4% -$64.1K 4.69% 9
2024
Q1 		$16.8M Sell
465,521
-10,834
-2% -$381K 4.49% 10
2023
Q4 		$16.9M Buy
476,355
+7,594
+2% +$258K 4.43% 10
2023
Q3 		$15.7M Buy
468,761
+988
+0.2% +$34.2K 4.58% 10
2023
Q2 		$16.1M Buy
467,773
+819
+0.2% +$28K 4.44% 10
2023
Q1 		$15.9M Buy
466,954
+1,642
+0.4% +$56.5K 4.52% 10
2022
Q4 		$15.3M Sell
465,312
-25,140
-5% -$814K 4.45% 8
2022
Q3 		$15.2M Buy
490,452
+14,962
+3% +$509K 4.66% 8
2022
Q2 		$16.5M Buy
475,490
+51,492
+12% +$1.86M 4.84% 8
2022
Q1 		$16.4M Buy
423,998
+40,260
+10% +$1.62M 4.34% 7
2021
Q4 		$15.9M Buy
383,738
+71,113
+23% +$3.04M 3.99% 7
2021
Q3 		$13.3M Buy
312,625
+27,141
+10% +$1.18M 3.53% 8
2021
Q2 		$13M Buy
285,484
+8,751
+3% +$392K 3.48% 8
2021
Q1 		$12.1M Buy
276,733
+33,863
+14% +$1.51M 3.48% 8
2020
Q4 		$10.2M Buy
242,870
+49,583
+26% +$1.97M 3.19% 8
2020
Q3 		$7.07M Buy
193,287
+2,738
+1% +$99.9K 2.59% 9
2020
Q2 		$6.38M Buy
190,549
+51,970
+38% +$1.63M 2.48% 9
2020
Q1 		$3.94M Buy
138,579
+11,620
+9% +$399K 2.06% 20
2019
Q4 		$4.77M Buy
126,959
+2,565
+2% +$92.4K 2.39% 16
2019
Q3 		$4.47M Buy
124,394
+10,454
+9% +$363K 2.37% 16
2019
Q2 		$4.09M Buy
113,940
+10,172
+10% +$360K 2.27% 18
2019
Q1 		$3.82M Buy
103,768
+2,627
+3% +$91.5K 2.21% 18
2018
Q4 		$3.27M Buy
+101,141
New +$3.34M 2.26% 18

Other funds holding SPEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Waller Financial Planning Group's SPEM Position: Q2 2026 in Review

Waller Financial Planning Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.3% in Q2 2026, selling an estimated $20.5K and leaving 17,318 shares worth $897K. The position accounts for 0.18% of the portfolio, ranked #42.

Waller Financial Planning Group first reported a position in SPEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.3M in Q3 2024. 697 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Waller Financial Planning Group held 17,318 shares of State Street SPDR Portfolio Emerging Markets ETF worth $897K as of Q2 2026.
  • Waller Financial Planning Group sold 400 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $20.5K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.18% of Waller Financial Planning Group's portfolio in Q2 2026, its #42 holding.
  • Waller Financial Planning Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 31 quarters since.
  • Waller Financial Planning Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $19.3M in Q3 2024.
  • 697 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.