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Eclectic Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Eclectic Associates’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 		– Sell
-4,910
Closed -$230K – 166
2026
Q1 		$230K Hold
4,910
– – 0.03% 145
2025
Q4 		$230K Buy
4,910
+28
+0.6% +$1.32K 0.04% 132
2025
Q3 		$229K Sell
4,882
-368
-7% -$16.4K 0.04% 116
2025
Q2 		$224K Sell
5,250
-1,867
-26% -$75.3K 0.05% 118
2025
Q1 		$280K Sell
7,117
-59
-0.8% -$2.31K 0.08% 105
2024
Q4 		$275K Sell
7,176
-713
-9% -$28.7K 0.08% 106
2024
Q3 		$326K Hold
7,889
– – 0.13% 83
2024
Q2 		$297K Buy
7,889
+52
+0.7% +$1.94K 0.13% 74
2024
Q1 		$284K Hold
7,837
– – 0.13% 78
2023
Q4 		$278K Sell
7,837
-753
-9% -$25.6K 0.13% 71
2023
Q3 		$288K Sell
8,590
-142
-2% -$4.91K 0.15% 63
2023
Q2 		$300K Sell
8,732
-92
-1% -$3.15K 0.15% 61
2023
Q1 		$301K Sell
8,824
-117
-1% -$4.02K 0.15% 63
2022
Q4 		$295K Buy
8,941
+79
+0.9% +$2.56K 0.14% 61
2022
Q3 		$275K Sell
8,862
-666
-7% -$22.7K 0.18% 54
2022
Q2 		$331K Buy
9,528
+75
+0.8% +$2.71K 0.22% 52
2022
Q1 		$365K Sell
9,453
-208
-2% -$8.38K 0.23% 52
2021
Q4 		$401K Sell
9,661
-13
-0.1% -$556 0.26% 54
2021
Q3 		$411K Sell
9,674
-58
-0.6% -$2.52K 0.3% 47
2021
Q2 		$443K Sell
9,732
-59
-0.6% -$2.64K 0.33% 43
2021
Q1 		$429K Sell
9,791
-1,445
-13% -$64.6K 0.36% 43
2020
Q4 		$474K Buy
+11,236
New +$446K 0.45% 39

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Eclectic Associates's SPEM Position: Q2 2026 in Review

Eclectic Associates sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026, closing a stake of 4,910 shares — an estimated $230K sold.

Eclectic Associates first reported a position in SPEM in Q4 2020 and held it in 22 quarters. The position peaked at $474K in Q4 2020. 202 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Eclectic Associates reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Eclectic Associates sold 4,910 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $230K.
  • Eclectic Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 22 quarters.
  • Eclectic Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $474K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.