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

IRON Financial’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	$1.57M	Buy	30,336 +76	+0.3%	+$3.89K	0.65%	33
2026 Q1	$1.42M	Buy	30,260 +43	+0.1%	+$2.1K	0.62%	32
2025 Q4	$1.41M	Sell	30,217 -735	-2%	-$34.6K	0.65%	29
2025 Q3	$1.45M	Buy	30,952 +835	+3%	+$37.1K	0.69%	27
2025 Q2	$1.29M	Buy	30,117 +479	+2%	+$19.3K	0.67%	29
2025 Q1	$1.17M	Sell	29,638 -108	-0.4%	-$4.24K	0.65%	28
2024 Q4	$1.14M	Buy	29,746 +106	+0.4%	+$4.26K	0.64%	27
2024 Q3	$1.22M	Sell	29,640 -443	-1%	-$17K	0.67%	31
2024 Q2	$1.13M	Sell	30,083 -168	-0.6%	-$6.26K	0.64%	31
2024 Q1	$1.09M	Buy	30,251 +365	+1%	+$12.8K	0.61%	32
2023 Q4	$1.06M	Sell	29,886 -220	-0.7%	-$7.48K	0.6%	31
2023 Q3	$1.01M	Sell	30,106 -328	-1%	-$11.3K	0.59%	34
2023 Q2	$1.05M	Buy	30,434 +337	+1%	+$11.5K	0.56%	35
2023 Q1	$1.03M	Sell	30,097 -52	-0.2%	-$1.79K	0.56%	36
2022 Q4	$994K	Buy	30,149 +8,417	+39%	+$273K	0.57%	37
2022 Q3	$675K	Buy	21,732 +41	+0.2%	+$1.4K	0.37%	53
2022 Q2	$754K	Sell	21,691 -275	-1%	-$9.93K	0.39%	42
2022 Q1	$849K	Sell	21,966 -13	-0.1%	-$524	0.39%	39
2021 Q4	$912K	Buy	21,979 +1,770	+9%	+$75.7K	0.41%	36
2021 Q3	$859K	Sell	20,209 -2,228	-10%	-$96.7K	0.41%	33
2021 Q2	$1.02M	Sell	22,437 -2,440	-10%	-$109K	0.48%	33
2021 Q1	$1.09M	Sell	24,877 -38,114	-61%	-$1.7M	0.57%	26
2020 Q4	$2.66M	Sell	62,991 -1,258	-2%	-$49.9K	1.34%	16
2020 Q3	$2.35M	Sell	64,249 -1,514	-2%	-$55.2K	1.3%	16
2020 Q2	$2.2M	Buy	65,763 +7,106	+12%	+$222K	1.13%	19
2020 Q1	$1.67M	Buy	58,657 +4,963	+9%	+$171K	1.04%	19
2019 Q4	$2.02M	Buy	53,694 +11,504	+27%	+$415K	0.96%	19
2019 Q3	$1.45M	Buy	42,190 +3,281	+8%	+$114K	1.08%	16
2019 Q2	$1.39M	Sell	38,909 -28,386	-42%	-$1.01M	1.3%	13
2019 Q1	$2.41M	Buy	67,295 +3,980	+6%	+$139K	1.52%	12
2018 Q4	$2.05M	Buy	63,315 +3,009	+5%	+$99.2K	1.6%	10
2018 Q3	$2.1M	Buy	60,306 +8,604	+17%	+$303K	1.41%	12
2018 Q2	$1.83M	Buy	51,702 +31,604	+157%	+$1.19M	0.99%	15
2018 Q1	$790K	Buy	+20,098	New	+$805K	0.51%	44

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

IRON Financial's SPEM Position: Q2 2026 in Review

IRON Financial increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.25% in Q2 2026, buying an estimated $3.89K and bringing the position to 30,336 shares worth $1.57M. The position accounts for 0.65% of the portfolio, ranked #33.

IRON Financial first reported a position in SPEM in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.66M in Q4 2020. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

IRON Financial held 30,336 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.57M as of Q2 2026.
IRON Financial bought 76 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $3.89K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.65% of IRON Financial's portfolio in Q2 2026, its #33 holding.
IRON Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and has held it in 34 quarters since.
IRON Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.66M in Q4 2020.
508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.