First Heartland Consultants’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

First Heartland Consultants’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	$470K	Sell	9,076 -341	-4%	-$17.7K	0.03%	347
2026 Q2	$488K	Buy	9,417 +293	+3%	+$15K	0.03%	330
2026 Q1	$428K	Buy	9,124 +256	+3%	+$12.5K	0.03%	316
2025 Q4	$415K	Buy	8,868 +272	+3%	+$12.8K	0.03%	327
2025 Q3	$402K	Buy	8,596 +1,012	+13%	+$45K	0.03%	332
2025 Q2	$324K	Buy	+7,584	New	+$306K	0.03%	367
2025 Q1	–	Sell	-7,943	Closed	-$305K	–	480
2024 Q4	$305K	Buy	7,943 +33	+0.4%	+$1.33K	0.03%	342
2024 Q3	$327K	Buy	+7,910	New	+$303K	0.04%	316
2021 Q1	–	Sell	-20,175	Closed	-$851K	–	411
2020 Q4	$851K	Buy	20,175 +9,057	+81%	+$359K	0.14%	113
2020 Q3	$406K	Sell	11,118 -6,576	-37%	-$240K	0.08%	173
2020 Q2	$592K	Sell	17,694 -27,025	-60%	-$845K	0.12%	139
2020 Q1	$1.27M	Buy	44,719 +4,836	+12%	+$166K	0.33%	74
2019 Q4	$1.5M	Buy	39,883 +2,245	+6%	+$80.9K	0.3%	85
2019 Q3	$1.29M	Sell	37,638 -1,322	-3%	-$45.9K	0.28%	91
2019 Q2	$1.39M	Buy	38,960 +11,627	+43%	+$412K	0.33%	75
2019 Q1	$977K	Buy	+27,333	New	+$952K	0.27%	90
2018 Q3	–	Sell	-22,946	Closed	-$811K	–	257
2018 Q2	$811K	Buy	+22,946	New	+$864K	0.29%	89

Other funds holding SPEM

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

First Heartland Consultants's SPEM Position: Q3 2026 in Review

First Heartland Consultants reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.6% in Q3 2026, selling an estimated $17.7K and leaving 9,076 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #347.

First Heartland Consultants first reported a position in SPEM in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2019. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

First Heartland Consultants held 9,076 shares of State Street SPDR Portfolio Emerging Markets ETF worth $470K as of Q3 2026.
First Heartland Consultants sold 341 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $17.7K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #347 holding.
First Heartland Consultants first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 17 quarters since.
First Heartland Consultants's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.5M in Q4 2019.
53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.