Montz Harcus Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Montz Harcus Wealth Management’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	$1.49M	Buy	28,862 +1,432	+5%	+$73.2K	0.53%	25
2026 Q1	$1.29M	Buy	27,430 +3,533	+15%	+$172K	0.52%	27
2025 Q4	$1.12M	Buy	23,897 +999	+4%	+$47K	0.45%	27
2025 Q3	$1.07M	Buy	22,898 +783	+4%	+$34.8K	0.47%	27
2025 Q2	$945K	Buy	22,115 +1,472	+7%	+$59.4K	0.46%	27
2025 Q1	$813K	Buy	20,643 +2,667	+15%	+$105K	0.44%	27
2024 Q4	$690K	Buy	17,976 +1,799	+11%	+$72.4K	0.39%	30
2024 Q3	$668K	Buy	16,177 +521	+3%	+$20K	0.39%	30
2024 Q2	$590K	Buy	15,656 +921	+6%	+$34.3K	0.38%	29
2024 Q1	$533K	Buy	14,735 +1,610	+12%	+$56.6K	0.36%	31
2023 Q4	$465K	Buy	13,125 +1,479	+13%	+$50.3K	0.35%	31
2023 Q3	$391K	Sell	11,646 -69	-0.6%	-$2.38K	0.33%	32
2023 Q2	$403K	Buy	11,715 +325	+3%	+$11.1K	0.33%	34
2023 Q1	$389K	Buy	11,390 +729	+7%	+$25.1K	0.36%	33
2022 Q4	$351K	Buy	10,661 +542	+5%	+$17.6K	0.35%	34
2022 Q3	$314K	Buy	10,119 +1,082	+12%	+$36.8K	0.35%	32
2022 Q2	$314K	Buy	9,037 +1,275	+16%	+$46K	0.33%	36
2022 Q1	$300K	Buy	7,762 +2,046	+36%	+$82.4K	0.27%	39
2021 Q4	$237K	Buy	+5,716	New	+$244K	0.21%	45

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Montz Harcus Wealth Management's SPEM Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 5.2% in Q2 2026, buying an estimated $73.2K and bringing the position to 28,862 shares worth $1.49M. The position accounts for 0.53% of the portfolio, ranked #25.

Montz Harcus Wealth Management first reported a position in SPEM in Q4 2021 and has held it in 19 quarters since. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Montz Harcus Wealth Management held 28,862 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.49M as of Q2 2026.
Montz Harcus Wealth Management bought 1,432 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $73.2K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.53% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #25 holding.
Montz Harcus Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.