Certified Advisory Corp’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Certified Advisory Corp’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	$1.08M	Sell	20,910 -2,675	-11%	-$137K	0.09%	159
2026 Q1	$1.11M	Sell	23,585 -2,594	-10%	-$126K	0.1%	151
2025 Q4	$1.23M	Sell	26,179 -123	-0.5%	-$5.79K	0.11%	148
2025 Q3	$1.23M	Sell	26,302 -284	-1%	-$12.6K	0.12%	144
2025 Q2	$1.14M	Buy	26,586 +12,963	+95%	+$523K	0.12%	142
2025 Q1	$536K	Buy	13,623 +228	+2%	+$8.94K	0.06%	186
2024 Q4	$514K	Sell	13,395 -100	-0.7%	-$4.02K	0.06%	190
2024 Q3	$557K	Buy	13,495 +1,191	+10%	+$45.7K	0.06%	186
2024 Q2	$463K	Sell	12,304 -241	-2%	-$8.97K	0.06%	187
2024 Q1	$454K	Buy	12,545 +131	+1%	+$4.61K	0.06%	180
2023 Q4	$440K	Buy	12,414 +1,115	+10%	+$37.9K	0.07%	181
2023 Q3	$379K	Buy	11,299 +387	+4%	+$13.4K	0.07%	167
2023 Q2	$375K	Buy	10,912 +1,717	+19%	+$58.7K	0.07%	170
2023 Q1	$314K	Buy	9,195 +2,954	+47%	+$102K	0.06%	192
2022 Q4	$206K	Buy	+6,241	New	+$202K	0.04%	223
2022 Q3	–	Sell	-125,521	Closed	-$4.36M	–	253
2022 Q2	$4.36M	Buy	125,521 +9,328	+8%	+$337K	0.97%	27
2022 Q1	$4.49M	Buy	116,193 +43,070	+59%	+$1.74M	0.95%	25
2021 Q4	$3.03M	Buy	73,123 +20,858	+40%	+$892K	0.67%	43
2021 Q3	$2.22M	Buy	52,265 +6,685	+15%	+$290K	0.54%	51
2021 Q2	$2.07M	Buy	45,580 +4,500	+11%	+$201K	0.52%	50
2021 Q1	$1.8M	Buy	+41,080	New	+$1.84M	0.47%	56
2020 Q2	$1.07M	Sell	31,981 -1,306	-4%	-$40.9K	0.35%	69
2020 Q1	$947K	Buy	33,287 +4,365	+15%	+$150K	0.37%	65
2019 Q4	$1.09M	Buy	28,922 +10,808	+60%	+$389K	0.35%	69
2019 Q3	$621K	Buy	18,114 +878	+5%	+$30.5K	0.22%	98
2019 Q2	$617K	Sell	17,236 -4,056	-19%	-$144K	0.23%	94
2019 Q1	$761K	Sell	21,292 -3,229	-13%	-$112K	0.32%	76
2018 Q4	$794K	Sell	24,521 -4,797	-16%	-$158K	0.41%	66
2018 Q3	$1.02M	Sell	29,318 -1,259	-4%	-$44.4K	0.47%	56
2018 Q2	$1.08M	Sell	30,577 -996	-3%	-$37.5K	0.6%	44
2018 Q1	$1.24M	Sell	31,573 -5	-0%	-$200	0.74%	35
2017 Q4	$1.2M	Buy	+31,578	New	+$1.17M	0.87%	29

Other funds holding SPEM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Certified Advisory Corp's SPEM Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q2 2026, selling an estimated $137K and leaving 20,910 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #159.

Certified Advisory Corp first reported a position in SPEM in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.49M in Q1 2022. 391 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Certified Advisory Corp held 20,910 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.08M as of Q2 2026.
Certified Advisory Corp sold 2,675 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $137K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Certified Advisory Corp's portfolio in Q2 2026, its #159 holding.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 32 quarters since.
Certified Advisory Corp's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.49M in Q1 2022.
391 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.