KERR FINANCIAL PLANNING Corp SPEM β€” SPDR INDEX SHARES EMERG MARKT ETF

Ownership history in KERR FINANCIAL PLANNING Corp  Β·  4 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported SPDR INDEX SHARES EMERG MARKT ETF (SPEM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.31% in 2025 Q4. The latest visible filing shows SPEM at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in SPDR INDEX SHARES EMERG MARKT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPEM was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPEM stock page KERR FINANCIAL PLANNING Corp fund profile KERR FINANCIAL PLANNING Corp full holdings
How KERR FINANCIAL PLANNING Corp held SPEM β€” position size vs. price
% of Fund (quarterly)    SPEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 2,390 β€” 0% 0.14% $124K 2026-07-02 $51.12
2026 Q1 REDUCED 50.0% +10.5% ❌ 2,390 -2,390 -50.0% 0.15% $121K 2026-04-29 $49.97
2025 Q4 ADDED β€” β€” β€” 4,780 +2,390 +100.0% 0.31% $230K 2026-02-10 $50.01
2025 Q3 INITIATED β€” β€” β€” 2,390 β€” β€” 0.16% $113K 2025-11-25 $45.39

🏒 Other funds also holding SPEM

As of 2026 Q2 β€” sorted by position size

Financial Management, Inc. 3.89% CX Institutional 3Y 7Y 0.21% Miller Global Investments, LLC 0.01% Noble Wealth Management PBC 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About KERR FINANCIAL PLANNING Corp and SPEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning SPEM?

KERR FINANCIAL PLANNING Corp reported SPEM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SPEM position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for SPEM was 0.31% in 2025 Q4.

What is the latest reported SPEM position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 2,390 shares, equal to 0.14% of portfolio, with an estimated market value of $124K.

What does the chart on this SPEM ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly SPEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KERR FINANCIAL PLANNING Corp time their SPEM position?

Based on 13F filing dates vs. subsequent SPEM price moves, KERR FINANCIAL PLANNING Corp correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SPEM relative to SPY over the holding period was +2.1%.

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