JFS Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.49M | Sell |
28,747
-460
| -2% | -$23.5K | 0.07% | 131 |
|
|
2026
Q1 | $1.37M | Sell |
29,207
-335
| -1% | -$16.3K | 0.08% | 137 |
|
|
2025
Q4 | $1.38M | Sell |
29,542
-616
| -2% | -$29K | 0.08% | 139 |
|
|
2025
Q3 | $1.41M | Buy |
30,158
+325
| +1% | +$14.4K | 0.08% | 132 |
|
|
2025
Q2 | $1.28M | Sell |
29,833
-207
| -0.7% | -$8.35K | 0.08% | 136 |
|
|
2025
Q1 | $1.18M | Sell |
30,040
-127
| -0.4% | -$4.98K | 0.08% | 135 |
|
|
2024
Q4 | $1.16M | Sell |
30,167
-185
| -0.6% | -$7.44K | 0.08% | 130 |
|
|
2024
Q3 | $1.25M | Buy |
30,352
+121
| +0.4% | +$4.64K | 0.08% | 131 |
|
|
2024
Q2 | $1.14M | Sell |
30,231
-395
| -1% | -$14.7K | 0.09% | 104 |
|
|
2024
Q1 | $1.11M | Sell |
30,626
-200
| -0.6% | -$7.04K | 0.09% | 108 |
|
|
2023
Q4 | $1.09M | Sell |
30,826
-784
| -2% | -$26.7K | 0.09% | 102 |
|
|
2023
Q3 | $1.06M | Sell |
31,610
-86
| -0.3% | -$2.97K | 0.1% | 105 |
|
|
2023
Q2 | $1.09M | Buy |
31,696
+64
| +0.2% | +$2.19K | 0.1% | 106 |
|
|
2023
Q1 | $1.08M | Sell |
31,632
-883
| -3% | -$30.4K | 0.1% | 107 |
|
|
2022
Q4 | $1.07M | Sell |
32,515
-2,795
| -8% | -$90.5K | 0.1% | 107 |
|
|
2022
Q3 | $1.1M | Sell |
35,310
-334
| -0.9% | -$11.4K | 0.12% | 101 |
|
|
2022
Q2 | $1.24M | Hold |
35,644
| – | – | 0.13% | 93 |
|
|
2022
Q1 | $1.38M | Buy |
35,644
+727
| +2% | +$29.3K | 0.13% | 98 |
|
|
2021
Q4 | $1.45M | Buy |
34,917
+1,726
| +5% | +$73.8K | 0.14% | 98 |
|
|
2021
Q3 | $1.41M | Sell |
33,191
-839
| -2% | -$36.4K | 0.14% | 98 |
|
|
2021
Q2 | $1.55M | Sell |
34,030
-184
| -0.5% | -$8.24K | 0.23% | 69 |
|
|
2021
Q1 | $1.5M | Buy |
34,214
+177
| +0.5% | +$7.91K | 0.31% | 63 |
|
|
2020
Q4 | $1.44M | Buy |
34,037
+123
| +0.4% | +$4.88K | 0.3% | 66 |
|
|
2020
Q3 | $1.24M | Sell |
33,914
-493
| -1% | -$18K | 0.29% | 64 |
|
|
2020
Q2 | $1.15M | Buy |
34,407
+3,031
| +10% | +$94.8K | 0.3% | 63 |
|
|
2020
Q1 | $893K | Buy |
31,376
+25,602
| +443% | +$880K | 0.27% | 65 |
|
|
2019
Q4 | $217K | Buy |
5,774
+244
| +4% | +$8.79K | 0.05% | 136 |
|
|
2019
Q3 | $190K | Buy |
5,530
+134
| +2% | +$4.65K | 0.05% | 145 |
|
|
2019
Q2 | $193K | Sell |
5,396
-34
| -0.6% | -$1.21K | 0.05% | 140 |
|
|
2019
Q1 | $194K | Sell |
5,430
-10,098
| -65% | -$352K | 0.05% | 136 |
|
|
2018
Q4 | $502K | Buy |
15,528
+10,525
| +210% | +$347K | 0.13% | 92 |
|
|
2018
Q3 | $174K | Buy |
5,003
+908
| +22% | +$32K | 0.04% | 150 |
|
|
2018
Q2 | $145K | Buy |
4,095
+624
| +18% | +$23.5K | 0.04% | 162 |
|
|
2018
Q1 | $136K | Buy |
3,471
+2,213
| +176% | +$88.7K | 0.04% | 171 |
|
|
2017
Q4 | $48K | Buy |
+1,258
| New | +$46.8K | 0.01% | 259 |
|
Other funds holding SPEM
AF
TCIIS
JFS Wealth Advisors's SPEM Position: Q2 2026 in Review
JFS Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.6% in Q2 2026, selling an estimated $23.5K and leaving 28,747 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #131.
JFS Wealth Advisors first reported a position in SPEM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.55M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.
- JFS Wealth Advisors held 28,747 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.49M as of Q2 2026.
- JFS Wealth Advisors sold 460 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $23.5K.
- State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #131 holding.
- JFS Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 35 quarters since.
- JFS Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.55M in Q2 2021.
- 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.