MJT & Associates Financial Advisory’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

MJT & Associates Financial Advisory’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	$56.5K	Sell	1,091 -276	-20%	-$14.1K	0.04%	77
2026 Q1	$64.1K	Sell	1,367 -24	-2%	-$1.17K	0.05%	72
2025 Q4	$65.1K	Sell	1,391 -26	-2%	-$1.22K	0.05%	76
2025 Q3	$66.3K	Sell	1,417 -9,255	-87%	-$411K	0.05%	72
2025 Q2	$456K	Sell	10,672 -848	-7%	-$34.2K	0.57%	23
2025 Q1	$454K	Buy	+11,520	New	+$452K	0.44%	25

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MJT & Associates Financial Advisory's SPEM Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q2 2026, selling an estimated $14.1K and leaving 1,091 shares worth $56.5K. The position accounts for 0.04% of the portfolio, ranked #77.

MJT & Associates Financial Advisory first reported a position in SPEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $456K in Q2 2025. 297 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

MJT & Associates Financial Advisory held 1,091 shares of State Street SPDR Portfolio Emerging Markets ETF worth $56.5K as of Q2 2026.
MJT & Associates Financial Advisory sold 276 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $14.1K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #77 holding.
MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's State Street SPDR Portfolio Emerging Markets ETF position peaked at $456K in Q2 2025.
297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.