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Heritage Family Offices’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Heritage Family Offices’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 		$7.95M Sell
153,497
-74,361
-33% -$3.8M 3.07% 5
2026
Q1 		$10.7M Sell
227,858
-112,094
-33% -$5.46M 4.74% 2
2025
Q4 		$15.9M Sell
339,952
-34,651
-9% -$1.63M 7.23% 2
2025
Q3 		$17.5M Sell
374,603
-29,993
-7% -$1.33M 8.16% 1
2025
Q2 		$16M Buy
404,596
+144
+0% +$5.81K 8.07% 1
2025
Q1 		$15.9M Sell
404,452
-42,439
-9% -$1.66M 8.14% 1
2024
Q4 		$17.1M Buy
446,891
+1,251
+0.3% +$50.3K 8.56% 1
2024
Q3 		$18.4M Buy
445,640
+3,096
+0.7% +$119K 9.5% 1
2024
Q2 		$16.7M Buy
+442,544
New +$16.5M 9.25% 1

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Heritage Family Offices's SPEM Position: Q2 2026 in Review

Heritage Family Offices reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 33% in Q2 2026, selling an estimated $3.8M and leaving 153,497 shares worth $7.95M. The position accounts for 3.07% of the portfolio, ranked #5.

Heritage Family Offices first reported a position in SPEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.4M in Q3 2024. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Heritage Family Offices held 153,497 shares of State Street SPDR Portfolio Emerging Markets ETF worth $7.95M as of Q2 2026.
  • Heritage Family Offices sold 74,361 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $3.8M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 3.07% of Heritage Family Offices's portfolio in Q2 2026, its #5 holding.
  • Heritage Family Offices first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's State Street SPDR Portfolio Emerging Markets ETF position peaked at $18.4M in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.