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

Lantz 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 		$409K Hold
7,891
– – 0.07% 194
2026
Q1 		$370K Hold
7,891
– – 0.08% 190
2025
Q4 		$369K Buy
7,891
+252
+3% +$11.9K 0.08% 192
2025
Q3 		$358K Hold
7,639
– – 0.08% 190
2025
Q2 		$326K Hold
7,639
– – 0.08% 175
2025
Q1 		$301K Sell
7,639
-2
-0% -$78 0.08% 175
2024
Q4 		$293K Sell
7,641
-156
-2% -$6.27K 0.08% 180
2024
Q3 		$322K Sell
7,797
-510
-6% -$19.6K 0.09% 174
2024
Q2 		$313K Sell
8,307
-145
-2% -$5.4K 0.1% 164
2024
Q1 		$306K Sell
8,452
-326
-4% -$11.5K 0.1% 164
2023
Q4 		$311K Sell
8,778
-478
-5% -$16.3K 0.11% 152
2023
Q3 		$311K Hold
9,256
– – 0.12% 141
2023
Q2 		$318K Buy
+9,256
New +$316K 0.12% 135
2022
Q3 		– Sell
-6,132
Closed -$213K – 175
2022
Q2 		$213K Sell
6,132
-1,267
-17% -$45.8K 0.1% 156
2022
Q1 		$286K Sell
7,399
-4,432
-37% -$179K 0.12% 143
2021
Q4 		$491K Sell
11,831
-2,875
-20% -$123K 0.23% 93
2021
Q3 		$625K Sell
14,706
-2,892
-16% -$126K 0.32% 78
2021
Q2 		$801K Sell
17,598
-6,501
-27% -$291K 0.41% 67
2021
Q1 		$1.05M Buy
24,099
+7,619
+46% +$341K 0.6% 50
2020
Q4 		$695K Buy
16,480
+1,447
+10% +$57.4K 0.43% 61
2020
Q3 		$550K Buy
15,033
+482
+3% +$17.6K 0.37% 67
2020
Q2 		$487K Sell
14,551
-1,540
-10% -$48.2K 0.35% 71
2020
Q1 		$458K Buy
16,091
+2,217
+16% +$76.2K 0.36% 69
2019
Q4 		$522K Buy
13,874
+1,626
+13% +$58.6K 0.31% 75
2019
Q3 		$415K Buy
12,248
+4,187
+52% +$145K 0.28% 83
2019
Q2 		$292K Buy
+8,061
New +$286K 0.2% 100

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Lantz Financial's SPEM Position: Q2 2026 in Review

Lantz Financial held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 7,891 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #194.

Lantz Financial first reported a position in SPEM in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.05M in Q1 2021. 262 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Lantz Financial held 7,891 shares of State Street SPDR Portfolio Emerging Markets ETF worth $409K as of Q2 2026.
  • Lantz Financial left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.07% of Lantz Financial's portfolio in Q2 2026, its #194 holding.
  • Lantz Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and has held it in 26 quarters since.
  • Lantz Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.05M in Q1 2021.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.