Boltwood Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Boltwood Capital Management’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	$5.83M	Buy	112,504 +269	+0.2%	+$13.8K	1.33%	20
2026 Q1	$5.26M	Buy	112,235 +1,435	+1%	+$69.9K	1.34%	21
2025 Q4	$5.19M	Sell	110,800 -110	-0.1%	-$5.18K	1.35%	20
2025 Q3	$5.19M	Sell	110,910 -1,330	-1%	-$59.1K	1.38%	19
2025 Q2	$4.8M	Buy	112,240 +530	+0.5%	+$21.4K	1.36%	19
2025 Q1	$4.4M	Buy	111,710 +315	+0.3%	+$12.4K	1.34%	20
2024 Q4	$4.27M	Sell	111,395 -120	-0.1%	-$4.83K	1.3%	19
2024 Q3	$4.6M	Buy	111,515 +1,517	+1%	+$58.2K	1.36%	18
2024 Q2	$4.14M	Sell	109,998 -657	-0.6%	-$24.5K	1.29%	20
2024 Q1	$4M	Buy	110,655 +3,087	+3%	+$109K	1.24%	21
2023 Q4	$3.81M	Sell	107,568 -2,177	-2%	-$74K	1.26%	18
2023 Q3	$3.68M	Buy	109,745 +2,175	+2%	+$75.2K	1.36%	18
2023 Q2	$3.7M	Buy	107,570 +8,320	+8%	+$284K	1.33%	17
2023 Q1	$3.39M	Sell	99,250 -345	-0.3%	-$11.9K	1.27%	19
2022 Q4	$3.28M	Buy	99,595 +23,775	+31%	+$770K	1.33%	20
2022 Q3	$2.35M	Sell	75,820 -15,295	-17%	-$520K	1.08%	23
2022 Q2	$3.17M	Buy	91,115 +27,758	+44%	+$1M	1.37%	18
2022 Q1	$2.45M	Buy	63,357 +6,057	+11%	+$244K	0.95%	34
2021 Q4	$2.38M	Buy	57,300 +10,550	+23%	+$451K	0.88%	34
2021 Q3	$1.99M	Sell	46,750 -1,515	-3%	-$65.8K	0.8%	39
2021 Q2	$2.2M	Buy	48,265 +2,900	+6%	+$130K	0.91%	36
2021 Q1	$1.99M	Buy	45,365 +700	+2%	+$31.3K	0.88%	36
2020 Q4	$1.88M	Buy	44,665 +925	+2%	+$36.7K	0.91%	36
2020 Q3	$1.6M	Buy	43,740 +1,725	+4%	+$62.9K	0.89%	40
2020 Q2	$1.41M	Buy	42,015 +5,000	+14%	+$156K	0.85%	40
2020 Q1	$1.05M	Buy	37,015 +23,042	+165%	+$792K	0.75%	46
2019 Q4	$525K	Buy	13,973 +517	+4%	+$18.6K	0.29%	92
2019 Q3	$461K	Buy	+13,456	New	+$467K	0.29%	93

Other funds holding SPEM

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Boltwood Capital Management's SPEM Position: Q2 2026 in Review

Boltwood Capital Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.24% in Q2 2026, buying an estimated $13.8K and bringing the position to 112,504 shares worth $5.83M. The position accounts for 1.33% of the portfolio, ranked #20.

Boltwood Capital Management first reported a position in SPEM in Q3 2019 and has held it in 28 quarters since. 202 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Boltwood Capital Management held 112,504 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.83M as of Q2 2026.
Boltwood Capital Management bought 269 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $13.8K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.33% of Boltwood Capital Management's portfolio in Q2 2026, its #20 holding.
Boltwood Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and has held it in 28 quarters since.
202 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.