Horizon Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Horizon Financial Services’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	$5.61M	Buy	108,281 +5,561	+5%	+$284K	2.15%	12
2026 Q1	$4.82M	Buy	102,720 +24,168	+31%	+$1.18M	2.13%	11
2025 Q4	$3.68M	Buy	78,552 +313	+0.4%	+$14.7K	1.67%	14
2025 Q3	$3.66M	Buy	78,239 +2,592	+3%	+$115K	1.75%	15
2025 Q2	$3.23M	Sell	75,647 -1,191	-2%	-$48.1K	1.71%	16
2025 Q1	$3.03M	Buy	76,838 +3,304	+4%	+$130K	1.69%	16
2024 Q4	$2.82M	Sell	73,534 -3,503	-5%	-$141K	1.59%	17
2024 Q3	$3.18M	Buy	77,037 +3,639	+5%	+$140K	1.89%	17
2024 Q2	$2.76M	Buy	73,398 +974	+1%	+$36.3K	1.75%	18
2024 Q1	$2.62M	Sell	72,424 -23,012	-24%	-$810K	1.68%	19
2023 Q4	$3.38M	Buy	95,436 +1,428	+2%	+$48.6K	2.38%	15
2023 Q3	$3.16M	Buy	94,008 +5,371	+6%	+$186K	2.53%	13
2023 Q2	$3.05M	Buy	88,637 +2,616	+3%	+$89.4K	2.48%	14
2023 Q1	$2.94M	Sell	86,021 -3,469	-4%	-$119K	2.52%	14
2022 Q4	$2.95M	Sell	89,490 -740	-0.8%	-$24K	2.55%	13
2022 Q3	$2.8M	Sell	90,230 -8,992	-9%	-$306K	2.49%	15
2022 Q2	$3.45M	Sell	99,222 -4,895	-5%	-$177K	2.66%	15
2022 Q1	$4.02M	Sell	104,117 -32,699	-24%	-$1.32M	2.56%	16
2021 Q4	$5.68M	Buy	136,816 +22,327	+20%	+$955K	3.45%	13
2021 Q3	$4.87M	Buy	114,489 +42,431	+59%	+$1.84M	3.2%	13
2021 Q2	$3.28M	Buy	72,058 +71,704	+20,255%	+$3.21M	2.38%	18
2021 Q1	$15K	Buy	354 +254	+254%	+$11.4K	0.01%	60
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	74
2020 Q3	$4K	Buy	+100	New	+$3.65K	﹤0.01%	68

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

Horizon Financial Services's SPEM Position: Q2 2026 in Review

Horizon Financial Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.4% in Q2 2026, buying an estimated $284K and bringing the position to 108,281 shares worth $5.61M. The position accounts for 2.15% of the portfolio, ranked #12.

Horizon Financial Services first reported a position in SPEM in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.68M in Q4 2021. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Horizon Financial Services held 108,281 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.61M as of Q2 2026.
Horizon Financial Services bought 5,561 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $284K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.15% of Horizon Financial Services's portfolio in Q2 2026, its #12 holding.
Horizon Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
Horizon Financial Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.68M in Q4 2021.
508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.