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Cape Investment Advisory’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Cape Investment Advisory’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 		– Sell
-110
Closed -$2.8K – 482
2025
Q4 		$2.8K Buy
+110
New +$2.8K ﹤0.01% 1039

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

Cape Investment Advisory's EMHC Position: Q1 2026 in Review

Cape Investment Advisory sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q1 2026, closing a stake of 110 shares — an estimated $2.8K sold.

Cape Investment Advisory first reported a position in EMHC in Q4 2025 and held it in 1 quarter. The position peaked at $2.8K in Q4 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

  • Cape Investment Advisory reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 110 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $2.8K.
  • Cape Investment Advisory first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $2.8K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.