XY Planning Network’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

XY Planning Network’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	$1.18M	Buy	22,882 +5,702	+33%	+$292K	0.15%	128
2026 Q1	$809K	Buy	17,180 +3,149	+22%	+$153K	0.13%	149
2025 Q4	$657K	Buy	14,031 +1,120	+9%	+$52.7K	0.11%	148
2025 Q3	$552K	Hold	12,911	–	–	0.19%	102
2025 Q2	$552K	Buy	12,911 +1,379	+12%	+$55.6K	0.19%	102
2025 Q1	$454K	Buy	11,532 +81	+0.7%	+$3.18K	0.3%	66
2024 Q4	$439K	Buy	+11,451	New	+$461K	0.33%	58

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

XY Planning Network's SPEM Position: Q2 2026 in Review

XY Planning Network increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 33% in Q2 2026, buying an estimated $292K and bringing the position to 22,882 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #128.

XY Planning Network first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

XY Planning Network held 22,882 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.18M as of Q2 2026.
XY Planning Network bought 5,702 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $292K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.15% of XY Planning Network's portfolio in Q2 2026, its #128 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.