Advisory Resource Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Advisory Resource 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	$559K	Sell	10,790 -40,273	-79%	-$2.06M	0.08%	138
2026 Q1	$2.4M	Buy	51,063 +3,490	+7%	+$170K	0.41%	51
2025 Q4	$2.23M	Buy	47,573 +2,191	+5%	+$103K	0.39%	56
2025 Q3	$2.12M	Sell	45,382 -14,782	-25%	-$657K	0.38%	56
2025 Q2	$2.57M	Sell	60,164 -1,214	-2%	-$49K	0.49%	51
2025 Q1	$2.42M	Sell	61,378 -5,274	-8%	-$207K	0.49%	53
2024 Q4	$2.56M	Buy	66,652 +6,439	+11%	+$259K	0.54%	48
2024 Q3	$2.49M	Buy	60,213 +3,068	+5%	+$118K	0.53%	49
2024 Q2	$2.15M	Sell	57,145 -2,764	-5%	-$103K	0.49%	50
2024 Q1	$2.17M	Buy	59,909 +7,250	+14%	+$255K	0.5%	47
2023 Q4	$1.86M	Sell	52,659 -5,877	-10%	-$200K	0.46%	53
2023 Q3	$1.97M	Sell	58,536 -3,418	-6%	-$118K	0.53%	45
2023 Q2	$2.13M	Buy	61,954 +7,934	+15%	+$271K	0.58%	43
2023 Q1	$1.84M	Buy	54,020 +5,579	+12%	+$192K	0.52%	49
2022 Q4	$1.6M	Sell	48,441 -1,388	-3%	-$45K	0.47%	48
2022 Q3	$1.55M	Buy	49,829 +13,189	+36%	+$449K	0.51%	49
2022 Q2	$1.27M	Buy	36,640 +4,183	+13%	+$151K	0.42%	55
2022 Q1	$1.25M	Buy	32,457 +3,411	+12%	+$137K	0.39%	54
2021 Q4	$1.21M	Buy	+29,046	New	+$1.24M	0.4%	55
2021 Q3	–	Sell	-68,667	Closed	-$3.12M	–	162
2021 Q2	$3.12M	Buy	68,667 +17,156	+33%	+$768K	1.25%	18
2021 Q1	$2.25M	Buy	51,511 +1,722	+3%	+$77K	1.05%	19
2020 Q4	$2.1M	Buy	49,789 +1,105	+2%	+$43.9K	1.04%	19
2020 Q3	$1.78M	Sell	48,684 -1,123	-2%	-$41K	1.04%	21
2020 Q2	$1.67M	Buy	49,807 +8,030	+19%	+$251K	1.03%	16
2020 Q1	$1.19M	Buy	41,777 +5,855	+16%	+$201K	0.91%	22
2019 Q4	$1.35M	Buy	35,922 +7,054	+24%	+$254K	0.76%	26
2019 Q3	$990K	Buy	28,868 +12,810	+80%	+$444K	0.53%	36
2019 Q2	$575K	Buy	16,058 +7,353	+84%	+$261K	0.32%	43
2019 Q1	$294K	Buy	8,705 +669	+8%	+$23.3K	0.16%	59
2018 Q4	$260K	Buy	+8,036	New	+$265K	0.16%	54

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 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

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Advisory Resource Group's SPEM Position: Q2 2026 in Review

Advisory Resource Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 79% in Q2 2026, selling an estimated $2.06M and leaving 10,790 shares worth $559K. The position accounts for 0.08% of the portfolio, ranked #138.

Advisory Resource Group first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.12M in Q2 2021. 232 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Advisory Resource Group held 10,790 shares of State Street SPDR Portfolio Emerging Markets ETF worth $559K as of Q2 2026.
Advisory Resource Group sold 40,273 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $2.06M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Advisory Resource Group's portfolio in Q2 2026, its #138 holding.
Advisory Resource Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
Advisory Resource Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.12M in Q2 2021.
232 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.