Hobart Private Capital’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Hobart Private Capital’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	$10.2M	Sell	197,303 -88,764	-31%	-$4.54M	1.75%	20
2026 Q1	$13.4M	Sell	286,067 -4,861	-2%	-$237K	2.64%	11
2025 Q4	$13.6M	Buy	290,928 +65,221	+29%	+$3.07M	2.66%	10
2025 Q3	$10.6M	Buy	225,707 +2,107	+0.9%	+$93.7K	2.21%	17
2025 Q2	$9.56M	Buy	223,600 +149,073	+200%	+$6.02M	2.17%	16
2025 Q1	$2.93M	Buy	74,527 +9,714	+15%	+$381K	0.73%	35
2024 Q4	$2.49M	Sell	64,813 -3,860	-6%	-$155K	0.62%	33
2024 Q3	$2.83M	Sell	68,673 -48,914	-42%	-$1.88M	0.73%	30
2024 Q2	$4.43M	Buy	117,587 +40,088	+52%	+$1.49M	1.26%	22
2024 Q1	$2.8M	Sell	77,499 -58,384	-43%	-$2.05M	0.86%	28
2023 Q4	$4.81M	Sell	135,883 -26,436	-16%	-$899K	1.59%	18
2023 Q3	$5.45M	Sell	162,319 -94,169	-37%	-$3.26M	2.07%	14
2023 Q2	$8.82M	Sell	256,488 -5,076	-2%	-$174K	3.28%	12
2023 Q1	$8.93M	Buy	+261,564	New	+$9M	3.52%	12
2020 Q2	–	Sell	-10,722	Closed	-$305K	–	164
2020 Q1	$305K	Buy	10,722 +5,242	+96%	+$180K	0.21%	116
2019 Q4	$206K	Buy	+5,480	New	+$197K	0.13%	147
2019 Q3	–	Sell	-12,120	Closed	-$434K	–	155
2019 Q2	$434K	Sell	12,120 -2,655	-18%	-$94.1K	0.3%	73
2019 Q1	$528K	Buy	+14,775	New	+$514K	0.4%	69
2018 Q3	–	Sell	-7,331	Closed	-$259K	–	154
2018 Q2	$259K	Buy	7,331 +502	+7%	+$18.9K	0.21%	106
2018 Q1	$268K	Buy	6,829 +1,303	+24%	+$52.2K	0.24%	95
2017 Q4	$211K	Buy	+5,526	New	+$206K	0.19%	106

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Hobart Private Capital's SPEM Position: Q2 2026 in Review

Hobart Private Capital reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 31% in Q2 2026, selling an estimated $4.54M and leaving 197,303 shares worth $10.2M. The position accounts for 1.75% of the portfolio, ranked #20.

Hobart Private Capital first reported a position in SPEM in Q4 2017 and has held it in 21 quarters since. The position peaked at $13.6M in Q4 2025. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Hobart Private Capital held 197,303 shares of State Street SPDR Portfolio Emerging Markets ETF worth $10.2M as of Q2 2026.
Hobart Private Capital sold 88,764 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $4.54M.
State Street SPDR Portfolio Emerging Markets ETF made up 1.75% of Hobart Private Capital's portfolio in Q2 2026, its #20 holding.
Hobart Private Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 21 quarters since.
Hobart Private Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $13.6M in Q4 2025.
1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.