Forthright Family Wealth Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Forthright Family Wealth Advisory’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	$1.58M	Buy	+30,472	New	+$1.56M	0.89%	24
2026 Q1	–	Sell	-26,125	Closed	-$1.22M	–	76
2025 Q4	$1.22M	Sell	26,125 -374	-1%	-$17.6K	0.77%	25
2025 Q3	$1.24M	Sell	26,499 -37,195	-58%	-$1.65M	0.76%	26
2025 Q2	$2.72M	Sell	63,694 -412	-0.6%	-$16.6K	1.72%	14
2025 Q1	$2.52M	Buy	64,106 +619	+1%	+$24.3K	1.67%	15
2024 Q4	$2.44M	Sell	63,487 -4,387	-6%	-$176K	1.58%	17
2024 Q3	$2.72M	Buy	+67,874	New	+$2.6M	1.75%	14

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Forthright Family Wealth Advisory's SPEM Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 30,472 shares worth $1.58M. The stake represents 0.89% of the portfolio and ranks #24 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in SPEM as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in SPEM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.72M in Q3 2024. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Forthright Family Wealth Advisory held 30,472 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.58M as of Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.89% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #24 holding.
Forthright Family Wealth Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2024 and has held it in 7 quarters since.
Forthright Family Wealth Advisory's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.72M in Q3 2024.
508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.