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 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

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

First Heartland Consultants's SPEM Position: Q2 2026 in Review

First Heartland Consultants increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.2% in Q2 2026, buying an estimated $15K and bringing the position to 9,417 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #330.

First Heartland Consultants first reported a position in SPEM in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.5M in Q4 2019. 360 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

First Heartland Consultants held 9,417 shares of State Street SPDR Portfolio Emerging Markets ETF worth $488K as of Q2 2026.
First Heartland Consultants bought 293 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $15K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #330 holding.
First Heartland Consultants first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 16 quarters since.
First Heartland Consultants's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.5M in Q4 2019.
360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.