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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ehrlich Financial Group's SPEM Position: Q2 2026 in Review

Ehrlich Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 26% in Q2 2026, selling an estimated $1.28M and leaving 70,740 shares worth $3.66M. The position accounts for 1.88% of the portfolio, ranked #12.

Ehrlich Financial Group first reported a position in SPEM in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.85M in Q4 2025. 360 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Ehrlich Financial Group held 70,740 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.66M as of Q2 2026.
Ehrlich Financial Group sold 25,104 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.28M.
State Street SPDR Portfolio Emerging Markets ETF made up 1.88% of Ehrlich Financial Group's portfolio in Q2 2026, its #12 holding.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 6 quarters since.
Ehrlich Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.85M in Q4 2025.
360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.