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

Wrenne 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 Q2	$5.93M	Sell	114,545 -2,957	-3%	-$151K	2%	12
2026 Q1	$5.51M	Buy	117,502 +3,949	+3%	+$192K	2.16%	12
2025 Q4	$5.32M	Sell	113,553 -426	-0.4%	-$20.1K	2.16%	12
2025 Q3	$5.34M	Sell	113,979 -345	-0.3%	-$15.3K	2.28%	12
2025 Q2	$4.89M	Buy	114,324 +12,785	+13%	+$516K	2.29%	12
2025 Q1	$4M	Sell	101,539 -304	-0.3%	-$11.9K	2.12%	12
2024 Q4	$3.91M	Buy	101,843 +1,474	+1%	+$59.3K	2.22%	13
2024 Q3	$4.14M	Buy	100,369 +30	+0%	+$1.15K	2.47%	12
2024 Q2	$3.78M	Buy	100,339 +2,027	+2%	+$75.5K	2.61%	12
2024 Q1	$3.56M	Buy	98,312 +1,239	+1%	+$43.6K	2.63%	12
2023 Q4	$3.44M	Buy	+97,073	New	+$3.3M	2.93%	11

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

Wrenne Financial Planning's SPEM Position: Q2 2026 in Review

Wrenne Financial Planning reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.5% in Q2 2026, selling an estimated $151K and leaving 114,545 shares worth $5.93M. The position accounts for 2% of the portfolio, ranked #12.

Wrenne Financial Planning first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. 1,034 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Wrenne Financial Planning held 114,545 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.93M as of Q2 2026.
Wrenne Financial Planning sold 2,957 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $151K.
State Street SPDR Portfolio Emerging Markets ETF made up 2% of Wrenne Financial Planning's portfolio in Q2 2026, its #12 holding.
Wrenne Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,034 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.