EIM
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Ervin Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Ervin Investment Management’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 		$4.85M Buy
93,634
+5,185
+6% +$265K 2.63% 14
2026
Q1 		$4.15M Buy
88,449
+3,911
+5% +$191K 2.43% 13
2025
Q4 		$3.96M Buy
84,538
+3,479
+4% +$164K 2.22% 14
2025
Q3 		$3.79M Buy
81,059
+2,015
+3% +$89.6K 2.17% 14
2025
Q2 		$3.38M Buy
79,044
+1,376
+2% +$55.5K 2.11% 14
2025
Q1 		$3.06M Buy
77,668
+4,721
+6% +$185K 2.06% 14
2024
Q4 		$2.8M Buy
72,947
+3,597
+5% +$145K 1.81% 14
2024
Q3 		$2.86M Sell
69,350
-836
-1% -$32.1K 1.84% 14
2024
Q2 		$2.64M Sell
70,186
-195
-0.3% -$7.26K 1.83% 14
2024
Q1 		$2.55M Sell
70,381
-3,282
-4% -$115K 1.78% 14
2023
Q4 		$2.61M Buy
73,663
+5,805
+9% +$197K 1.99% 13
2023
Q3 		$2.28M Buy
67,858
+905
+1% +$31.3K 1.91% 14
2023
Q2 		$2.3M Buy
66,953
+917
+1% +$31.4K 1.85% 14
2023
Q1 		$2.26M Buy
66,036
+5,960
+10% +$205K 1.97% 14
2022
Q4 		$1.98M Buy
60,076
+4,090
+7% +$132K 1.8% 14
2022
Q3 		$1.74M Sell
55,986
-3,260
-6% -$111K 1.72% 13
2022
Q2 		$2.07M Buy
59,246
+4,480
+8% +$162K 1.92% 12
2022
Q1 		$2.15M Buy
54,766
+13,995
+34% +$564K 1.64% 12
2021
Q4 		$1.69M Buy
+40,771
New +$1.74M 1.35% 14

Other funds holding SPEM

Envestnet Portfolio Solutions
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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ervin Investment Management's SPEM Position: Q2 2026 in Review

Ervin Investment Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.9% in Q2 2026, buying an estimated $265K and bringing the position to 93,634 shares worth $4.85M. The position accounts for 2.63% of the portfolio, ranked #14.

Ervin Investment Management first reported a position in SPEM in Q4 2021 and has held it in 19 quarters since. 332 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Ervin Investment Management held 93,634 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.85M as of Q2 2026.
  • Ervin Investment Management bought 5,185 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $265K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.63% of Ervin Investment Management's portfolio in Q2 2026, its #14 holding.
  • Ervin Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.