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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$466K Sell
8,994
-10
-0.1% -$511 0.15% 51
2026
Q1
$422K Sell
9,004
-1,626
-15% -$79.2K 0.16% 52
2025
Q4
$498K Buy
+10,630
New +$500K 0.22% 50

Other funds holding SPEM

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

Carroll Advisory Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.11% in Q2 2026, selling an estimated $511 and leaving 8,994 shares worth $466K. The position accounts for 0.15% of the portfolio, ranked #51.

Carroll Advisory Group first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $498K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Carroll Advisory Group held 8,994 shares of State Street SPDR Portfolio Emerging Markets ETF worth $466K as of Q2 2026.
  • Carroll Advisory Group sold 10 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $511.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.15% of Carroll Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Carroll Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Carroll Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $498K in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.