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Concurrent Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Concurrent Investment Advisors’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 		$826K Buy
15,949
+9,959
+166% +$509K 0.01% 1118
2026
Q1 		$281K Buy
5,990
+1,306
+28% +$63.6K ﹤0.01% 1542
2025
Q4 		$219K Buy
+4,684
New +$220K ﹤0.01% 1590
2025
Q3 		– Sell
-4,887
Closed -$209K – 1595
2025
Q2 		$209K Buy
+4,887
New +$197K ﹤0.01% 1245

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Concurrent Investment Advisors's SPEM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 166% in Q2 2026, buying an estimated $509K and bringing the position to 15,949 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #1118.

Concurrent Investment Advisors first reported a position in SPEM in Q2 2025 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Concurrent Investment Advisors held 15,949 shares of State Street SPDR Portfolio Emerging Markets ETF worth $826K as of Q2 2026.
  • Concurrent Investment Advisors bought 9,959 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $509K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1118 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.