Hofer & Associates
SPEM icon

Hofer & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Hofer & Associates’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
Q3 		– Sell
-40,389
Closed -$2.09M – 118
2026
Q2 		$2.09M Buy
40,389
+1,455
+4% +$74.4K 1.01% 26
2026
Q1 		$1.83M Buy
38,934
+818
+2% +$39.9K 0.98% 26
2025
Q4 		$1.78M Buy
38,116
+1,606
+4% +$75.6K 0.95% 27
2025
Q3 		$1.71M Buy
36,510
+1,424
+4% +$63.3K 0.98% 26
2025
Q2 		$1.5M Sell
35,086
-278
-0.8% -$11.2K 0.94% 28
2025
Q1 		$1.39M Buy
35,364
+711
+2% +$27.9K 0.94% 26
2024
Q4 		$1.33M Buy
34,653
+6,677
+24% +$269K 0.89% 26
2024
Q3 		$1.15M Buy
27,976
+332
+1% +$12.7K 0.8% 27
2024
Q2 		$1.04M Buy
27,644
+502
+2% +$18.7K 0.81% 27
2024
Q1 		$982K Buy
27,142
+1,509
+6% +$53.1K 0.83% 27
2023
Q4 		$908K Sell
25,633
-564
-2% -$19.2K 0.84% 24
2023
Q3 		$879K Buy
26,197
+187
+0.7% +$6.46K 0.9% 24
2023
Q2 		$894K Buy
26,010
+5,956
+30% +$204K 0.86% 25
2023
Q1 		$661K Sell
20,054
-186
-0.9% -$6.4K 0.66% 25
2022
Q4 		$667K Sell
20,240
-1,208
-6% -$39.1K 0.67% 25
2022
Q3 		$666K Sell
21,448
-1,257
-6% -$42.8K 0.72% 23
2022
Q2 		$789K Sell
22,705
-1,428
-6% -$51.6K 0.82% 22
2022
Q1 		$932K Buy
24,133
+3,995
+20% +$161K 0.82% 22
2021
Q4 		$836K Buy
+20,138
New +$861K 0.76% 22

Other funds holding SPEM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Hofer & Associates's SPEM Position: Q3 2026 in Review

Hofer & Associates sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2026, closing a stake of 40,389 shares — an estimated $2.09M sold.

Hofer & Associates first reported a position in SPEM in Q4 2021 and held it in 19 quarters. The position peaked at $2.09M in Q2 2026. 321 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Hofer & Associates reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 40,389 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $2.09M.
  • Hofer & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.09M in Q2 2026.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.