Formidable Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Formidable Asset 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	$447K	Sell	9,523 -17,512	-65%	-$896K	0.07%	250
2026 Q1	$1.27M	Buy	27,035 +2,841	+12%	+$138K	0.2%	99
2025 Q4	$1.13M	Buy	24,194 +7,802	+48%	+$367K	0.16%	118
2025 Q3	$701K	Buy	16,392 +2,245	+16%	+$99.8K	0.11%	184
2025 Q2	$557K	Hold	14,147	–	–	0.09%	215
2025 Q1	$557K	Buy	14,147 +939	+7%	+$36.8K	0.09%	214
2024 Q4	$507K	Buy	13,208 +6,490	+97%	+$261K	0.08%	223
2024 Q3	$277K	Buy	+6,718	New	+$258K	0.04%	307
2024 Q2	–	Sell	-4,567	Closed	-$165K	–	429
2024 Q1	$165K	Sell	4,567 -5,015	-52%	-$176K	0.03%	342
2023 Q4	$339K	Sell	9,582 -3,602	-27%	-$123K	0.07%	211
2023 Q3	$443K	Sell	13,184 -1,540	-10%	-$53.2K	0.1%	184
2023 Q2	$506K	Sell	14,724 -18,729	-56%	-$640K	0.11%	168
2023 Q1	$1.14M	Buy	33,453 +89	+0.3%	+$3.06K	0.24%	78
2022 Q4	$1.1M	Sell	33,364 -6,221	-16%	-$202K	0.25%	78
2022 Q3	$1.21M	Sell	39,585 -719	-2%	-$24.5K	0.28%	67
2022 Q2	$1.38M	Sell	40,304 -23,259	-37%	-$840K	0.31%	61
2022 Q1	$2.46M	Sell	63,563 -2,201	-3%	-$88.7K	0.47%	37
2021 Q4	$2.73M	Buy	65,764 +1,474	+2%	+$63K	0.52%	30
2021 Q3	$2.73M	Sell	64,290 -37,848	-37%	-$1.64M	0.51%	33
2021 Q2	$4.65M	Buy	102,138 +50,692	+99%	+$2.27M	1%	19
2021 Q1	$2.25M	Buy	51,446 +25,214	+96%	+$1.13M	0.49%	42
2020 Q4	$1.11M	Buy	26,232 +2,870	+12%	+$114K	0.26%	86
2020 Q3	$853K	Buy	23,362 +17,083	+272%	+$623K	0.25%	85
2020 Q2	$216K	Buy	+6,279	New	+$196K	0.06%	228
2019 Q3	–	Sell	-27,434	Closed	-$982K	–	218
2019 Q2	$982K	Sell	27,434 -157,088	-85%	-$5.57M	0.34%	76
2019 Q1	$4.83M	Buy	184,522 +170,779	+1,243%	+$5.95M	1.9%	10
2018 Q4	$444K	Sell	13,743 -2,005	-13%	-$66.1K	0.23%	71
2018 Q3	$546K	Sell	15,748 -38,299	-71%	-$1.35M	0.22%	86
2018 Q2	$1.91M	Buy	+54,047	New	+$2.03M	0.82%	27

Other funds holding SPEM

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Formidable Asset Management's SPEM Position: Q2 2026 in Review

Formidable Asset Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 65% in Q2 2026, selling an estimated $896K and leaving 9,523 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #250.

Formidable Asset Management first reported a position in SPEM in Q2 2018 and has held it in 29 quarters since. The position peaked at $4.83M in Q1 2019. 202 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Formidable Asset Management held 9,523 shares of State Street SPDR Portfolio Emerging Markets ETF worth $447K as of Q2 2026.
Formidable Asset Management sold 17,512 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $896K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of Formidable Asset Management's portfolio in Q2 2026, its #250 holding.
Formidable Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 29 quarters since.
Formidable Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.83M in Q1 2019.
202 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.