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Planning Strategies Inc.’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Planning Strategies Inc.’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 		$81.8K Buy
+1,580
New +$80.8K 0.05% 123

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Planning Strategies Inc.'s SPEM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 1,580 shares worth $81.8K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings.

435 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Planning Strategies Inc. held 1,580 shares of State Street SPDR Portfolio Emerging Markets ETF worth $81.8K as of Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #123 holding.
  • 435 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

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