Client 1st Advisory Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Client 1st Advisory Group’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	$339K	Sell	6,554 -1,181	-15%	-$60.4K	0.09%	102
2026 Q1	$363K	Sell	7,735 -143	-2%	-$6.97K	0.11%	88
2025 Q4	$369K	Sell	7,878 -20	-0.3%	-$941	0.12%	88
2025 Q3	$370K	Hold	7,898	–	–	0.12%	85
2025 Q2	$338K	Buy	+7,898	New	+$319K	0.12%	88
2020 Q3	–	Sell	-6,862	Closed	-$250K	–	63
2020 Q2	$250K	Sell	6,862 -61,355	-90%	-$1.92M	0.21%	51
2020 Q1	$1.94M	Sell	68,217 -39,662	-37%	-$1.36M	2.05%	12
2019 Q4	$4.05M	Buy	+107,879	New	+$3.89M	4%	7

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

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

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

Client 1st Advisory Group's SPEM Position: Q2 2026 in Review

Client 1st Advisory Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 15% in Q2 2026, selling an estimated $60.4K and leaving 6,554 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #102.

Client 1st Advisory Group first reported a position in SPEM in Q4 2019 and has held it in 8 quarters since. The position peaked at $4.05M in Q4 2019. 214 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Client 1st Advisory Group held 6,554 shares of State Street SPDR Portfolio Emerging Markets ETF worth $339K as of Q2 2026.
Client 1st Advisory Group sold 1,181 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $60.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Client 1st Advisory Group's portfolio in Q2 2026, its #102 holding.
Client 1st Advisory Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and has held it in 8 quarters since.
Client 1st Advisory Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.05M in Q4 2019.
214 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.