Harbor Advisory Corp’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Harbor Advisory Corp’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 Q1	$4.05M	Hold	86,327	–	–	1.22%	30
2025 Q4	$4.04M	Sell	86,327 -2,584	-3%	-$122K	1.22%	28
2025 Q3	$4.16M	Sell	88,911 -144	-0.2%	-$6.4K	1.23%	28
2025 Q2	$3.81M	Sell	89,055 -787	-0.9%	-$31.8K	1.21%	31
2025 Q1	$3.54M	Hold	89,842	–	–	1.19%	31
2024 Q4	$3.45M	Buy	89,842 +19,593	+28%	+$788K	1.13%	34
2024 Q3	$2.9M	Sell	70,249 -872	-1%	-$33.4K	0.95%	37
2024 Q2	$2.68M	Hold	71,121	–	–	0.93%	36
2024 Q1	$2.57M	Hold	71,121	–	–	0.88%	37
2023 Q4	$2.52M	Sell	71,121 -12,899	-15%	-$439K	0.9%	37
2023 Q3	$2.82M	Sell	84,020 -15,135	-15%	-$523K	1.02%	38
2023 Q2	$3.41M	Sell	99,155 -16,926	-15%	-$579K	1.2%	35
2023 Q1	$3.96M	Sell	116,081 -8,879	-7%	-$305K	1.51%	28
2022 Q4	$4.12M	Buy	124,960 +105,203	+532%	+$3.41M	1.68%	25
2022 Q3	$613K	Buy	+19,757	New	+$672K	0.28%	58

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Harbor Advisory Corp's SPEM Position: Q1 2026 in Review

Harbor Advisory Corp held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 86,327 shares worth $4.05M. The position accounts for 1.22% of the portfolio, ranked #30.

Harbor Advisory Corp first reported a position in SPEM in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.16M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Harbor Advisory Corp held 86,327 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.05M as of Q1 2026.
Harbor Advisory Corp left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 1.22% of Harbor Advisory Corp's portfolio in Q1 2026, its #30 holding.
Harbor Advisory Corp first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2022 and has held it in 15 quarters since.
Harbor Advisory Corp's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.16M in Q3 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.