Ehrlich Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Ehrlich Financial 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 Q3	$3.7M	Buy	71,556 +816	+1%	+$42.3K	1.92%	13
2026 Q2	$3.66M	Sell	70,740 -25,104	-26%	-$1.28M	1.88%	12
2026 Q1	$4.5M	Sell	95,844 -50,523	-35%	-$2.46M	2.58%	8
2025 Q4	$6.85M	Buy	146,367 +37,741	+35%	+$1.78M	3.9%	6
2025 Q3	$5.08M	Buy	108,626 +12,456	+13%	+$554K	3.02%	7
2025 Q2	$4.11M	Buy	+96,170	New	+$3.88M	2.66%	9
2024 Q1	–	Sell	-16,486	Closed	-$584K	–	107
2023 Q4	$584K	Buy	+16,486	New	+$561K	0.59%	47

Other funds holding SPEM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Ehrlich Financial Group's SPEM Position: Q3 2026 in Review

Ehrlich Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.2% in Q3 2026, buying an estimated $42.3K and bringing the position to 71,556 shares worth $3.7M. The position accounts for 1.92% of the portfolio, ranked #13.

Ehrlich Financial Group first reported a position in SPEM in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.85M in Q4 2025. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Ehrlich Financial Group held 71,556 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.7M as of Q3 2026.
Ehrlich Financial Group bought 816 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $42.3K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.92% of Ehrlich Financial Group's portfolio in Q3 2026, its #13 holding.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 7 quarters since.
Ehrlich Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.85M in Q4 2025.
321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.