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Evolution Wealth Management’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Evolution Wealth Management’s Portfolio EMHC Stock Details EMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.85K Sell
115
-20
-15% -$507 ﹤0.01% 696
2025
Q4 		$3.44K Buy
135
+96
+246% +$2.45K ﹤0.01% 587
2025
Q3 		$983 Hold
39
– – ﹤0.01% 533
2025
Q2 		$960 Buy
+39
New +$935 ﹤0.01% 541

Other funds holding EMHC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Evolution Wealth Management's EMHC Position: Q1 2026 in Review

Evolution Wealth Management reduced its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 15% in Q1 2026, selling an estimated $507 and leaving 115 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Evolution Wealth Management first reported a position in EMHC in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.44K in Q4 2025. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

  • Evolution Wealth Management held 115 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $2.85K as of Q1 2026.
  • Evolution Wealth Management sold 20 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $507.
  • State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #696 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $3.44K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.