Patriot Financial Group Insurance Agency’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.74M	Sell	33,519 -33,671	-50%	-$1.72M	0.18%	145
2026 Q1	$3.15M	Buy	67,190 +33,352	+99%	+$1.62M	0.18%	144
2025 Q4	$1.58M	Buy	33,838 +879	+3%	+$41.4K	0.19%	145
2025 Q3	$1.54M	Sell	32,959 -31,297	-49%	-$1.39M	0.2%	136
2025 Q2	$2.75M	Sell	64,256 -841	-1%	-$33.9K	0.32%	77
2025 Q1	$2.56M	Buy	65,097 +8,480	+15%	+$333K	0.34%	68
2024 Q4	$2.17M	Buy	56,617 +2,491	+5%	+$100K	0.29%	76
2024 Q3	$2.23M	Buy	54,126 +1,291	+2%	+$49.5K	0.3%	75
2024 Q2	$1.99M	Buy	52,835 +425	+0.8%	+$15.8K	0.29%	80
2024 Q1	$1.9M	Sell	52,410 -976	-2%	-$34.3K	0.3%	73
2023 Q4	$1.89M	Buy	53,386 +260	+0.5%	+$8.84K	0.36%	58
2023 Q3	$1.78M	Sell	53,126 -1,181	-2%	-$40.8K	0.37%	56
2023 Q2	$1.87M	Buy	54,307 +5,801	+12%	+$198K	0.35%	60
2023 Q1	$1.66M	Buy	48,506 +3,824	+9%	+$132K	0.34%	64
2022 Q4	$1.47M	Buy	44,682 +1,658	+4%	+$53.7K	0.2%	69
2022 Q3	$1.33M	Buy	43,024 +4,783	+13%	+$163K	0.33%	72
2022 Q2	$1.33M	Buy	38,241 +2,462	+7%	+$88.9K	0.27%	79
2022 Q1	$1.38M	Buy	35,779 +2,675	+8%	+$108K	0.25%	92
2021 Q4	$1.37M	Buy	33,104 +161	+0.5%	+$6.88K	0.23%	102
2021 Q3	$1.4M	Buy	32,943 +1,309	+4%	+$56.8K	0.25%	93
2021 Q2	$1.44M	Buy	31,634 +3,125	+11%	+$140K	0.26%	85
2021 Q1	$1.25M	Buy	28,509 +1,698	+6%	+$75.9K	0.29%	73
2020 Q4	$1.13M	Buy	26,811 +4,920	+22%	+$195K	0.28%	78
2020 Q3	$800K	Buy	21,891 +2,024	+10%	+$73.9K	0.26%	85
2020 Q2	$665K	Buy	19,867 +78	+0.4%	+$2.44K	0.25%	94
2020 Q1	$563K	Buy	19,789 +1,880	+10%	+$64.6K	0.26%	81
2019 Q4	$673K	Buy	17,909 +8,411	+89%	+$303K	0.25%	79
2019 Q3	$326K	Buy	9,498 +2,724	+40%	+$94.5K	0.15%	133
2019 Q2	$245K	Buy	6,774 +3,446	+104%	+$122K	0.11%	167
2019 Q1	$119K	Buy	3,328 +1,429	+75%	+$49.8K	0.06%	241
2018 Q4	$61K	Buy	1,899 +962	+103%	+$31.7K	0.04%	288
2018 Q3	$33K	Buy	+937	New	+$33K	0.02%	384

Other funds holding SPEM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPEM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 50% in Q2 2026, selling an estimated $1.72M and leaving 33,519 shares worth $1.74M. The position accounts for 0.18% of the portfolio, ranked #145.

Patriot Financial Group Insurance Agency first reported a position in SPEM in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.15M in Q1 2026. 569 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Patriot Financial Group Insurance Agency held 33,519 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.74M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 33,671 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.72M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.18% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #145 holding.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2018 and has held it in 32 quarters since.
Patriot Financial Group Insurance Agency's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.15M in Q1 2026.
569 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.