MHWM
SPEM icon

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
Q3 		$1.88M Buy
36,262
+7,400
+26% +$384K 0.66% 23
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

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
BS
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
CI
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
RA
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

Montz Harcus Wealth Management's SPEM Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 26% in Q3 2026, buying an estimated $384K and bringing the position to 36,262 shares worth $1.88M. The position accounts for 0.66% of the portfolio, ranked #23.

Montz Harcus Wealth Management first reported a position in SPEM in Q4 2021 and has held it in 20 quarters since. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Montz Harcus Wealth Management held 36,262 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.88M as of Q3 2026.
  • Montz Harcus Wealth Management bought 7,400 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $384K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.66% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #23 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 20 quarters since.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.