Matthew Hamilton Rosenberg’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Matthew Hamilton Rosenberg’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	$1.46M	Sell	28,259 -316	-1%	-$16.4K	0.26%	46
2026 Q2	$1.48M	Buy	28,575 +173	+0.6%	+$8.85K	0.28%	43
2026 Q1	$1.33M	Sell	28,402 -366	-1%	-$17.8K	0.27%	47
2025 Q4	$1.35M	Sell	28,768 -92	-0.3%	-$4.33K	0.28%	42
2025 Q3	$1.35M	Sell	28,860 -685	-2%	-$30.5K	0.29%	40
2025 Q2	$1.26M	Buy	29,545 +1,787	+6%	+$72.1K	0.29%	37
2025 Q1	$1.09M	Sell	27,758 -939	-3%	-$36.8K	0.27%	39
2024 Q4	$1.1M	Buy	28,697 +702	+3%	+$28.2K	0.29%	39
2024 Q3	$1.16M	Buy	27,995 +928	+3%	+$35.6K	0.3%	35
2024 Q2	$1.02M	Sell	27,067 -771	-3%	-$28.7K	0.3%	39
2024 Q1	$1.01M	Sell	27,838 -361	-1%	-$12.7K	0.29%	36
2023 Q4	$999K	Sell	28,199 -541	-2%	-$18.4K	0.31%	37
2023 Q3	$965K	Sell	28,740 -12	-0%	-$415	0.32%	37
2023 Q2	$988K	Sell	28,752 -14,081	-33%	-$481K	0.33%	36
2023 Q1	$1.46M	Sell	42,833 -21,325	-33%	-$733K	0.47%	31
2022 Q4	$2.11M	Sell	64,158 -9,996	-13%	-$324K	0.72%	23
2022 Q3	$2.3M	Sell	74,154 -6,371	-8%	-$217K	0.89%	20
2022 Q2	$2.78M	Sell	80,525 -2,954	-4%	-$107K	1.05%	16
2022 Q1	$3.23M	Buy	83,479 +10,082	+14%	+$406K	1.13%	15
2021 Q4	$3.04M	Buy	73,397 +4,239	+6%	+$181K	1.08%	17
2021 Q3	$3.94M	Sell	69,158 -1,211	-2%	-$52.6K	1.56%	15
2021 Q2	$3.2M	Buy	70,369 +1,170	+2%	+$52.4K	1.67%	12
2021 Q1	$3.03M	Sell	69,199 -294	-0.4%	-$13.1K	1.73%	11
2020 Q4	$2.93M	Buy	69,493 +1,056	+2%	+$41.9K	1.83%	9
2020 Q3	$2.5M	Buy	68,437 +2,840	+4%	+$104K	1.84%	9
2020 Q2	$2.19M	Sell	65,597 -8,898	-12%	-$278K	1.75%	10
2020 Q1	$2.12M	Buy	+74,495	New	+$2.56M	2.11%	10

Other funds holding SPEM

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPEM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.1% in Q3 2026, selling an estimated $16.4K and leaving 28,259 shares worth $1.46M. The position accounts for 0.26% of the portfolio, ranked #46.

Matthew Hamilton Rosenberg first reported a position in SPEM in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.94M in Q3 2021. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Matthew Hamilton Rosenberg held 28,259 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.46M as of Q3 2026.
Matthew Hamilton Rosenberg sold 316 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $16.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.26% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #46 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.94M in Q3 2021.
53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.