Delta Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Delta Wealth 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	$7.97M	Buy	153,984 +19,078	+14%	+$976K	5.7%	5
2026 Q1	$6.33M	Buy	134,906 +10,119	+8%	+$493K	4.82%	7
2025 Q4	$5.84M	Buy	124,787 +4,197	+3%	+$198K	4.89%	6
2025 Q3	$5.64M	Buy	120,590 +2,997	+3%	+$133K	4.42%	8
2025 Q2	$5.03M	Sell	117,593 -2,504	-2%	-$101K	4.21%	8
2025 Q1	$4.73M	Buy	120,097 +9,570	+9%	+$375K	4.29%	9
2024 Q4	$4.24M	Sell	110,527 -7,314	-6%	-$294K	4%	9
2024 Q3	$4.86M	Buy	117,841 +38,470	+48%	+$1.48M	4.66%	8
2024 Q2	$2.99M	Sell	79,371 -4,015	-5%	-$150K	2.93%	13
2024 Q1	$3.02M	Buy	+83,386	New	+$2.93M	3.12%	12

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

Delta Wealth Advisors's SPEM Position: Q2 2026 in Review

Delta Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 14% in Q2 2026, buying an estimated $976K and bringing the position to 153,984 shares worth $7.97M. The position accounts for 5.7% of the portfolio, ranked #5.

Delta Wealth Advisors first reported a position in SPEM in Q1 2024 and has held it in 10 quarters since. 381 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Delta Wealth Advisors held 153,984 shares of State Street SPDR Portfolio Emerging Markets ETF worth $7.97M as of Q2 2026.
Delta Wealth Advisors bought 19,078 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $976K.
State Street SPDR Portfolio Emerging Markets ETF made up 5.7% of Delta Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Delta Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
381 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.