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Arete Wealth Advisors’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Arete Wealth Advisors’s Portfolio EMHC Stock Details EMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$295K Buy
11,906
+182
+2% +$4.62K 0.02% 308
2025
Q4 		$298K Sell
11,724
-96
-0.8% -$2.45K 0.02% 602
2025
Q3 		$300K Buy
+11,820
New +$294K 0.02% 604

Other funds holding EMHC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Arete Wealth Advisors's EMHC Position: Q1 2026 in Review

Arete Wealth Advisors increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 1.6% in Q1 2026, buying an estimated $4.62K and bringing the position to 11,906 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #308.

Arete Wealth Advisors first reported a position in EMHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $300K in Q3 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

  • Arete Wealth Advisors held 11,906 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $295K as of Q1 2026.
  • Arete Wealth Advisors bought 182 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $4.62K.
  • State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q1 2026, its #308 holding.
  • Arete Wealth Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Arete Wealth Advisors's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $300K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.