Richmond Investment Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Richmond Investment Services’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	$2.53M	Sell	48,869 -48,543	-50%	-$2.48M	0.8%	27
2026 Q1	$4.57M	Buy	97,412 +1,734	+2%	+$84.5K	0.74%	26
2025 Q4	$4.48M	Buy	95,678 +12,517	+15%	+$589K	0.77%	26
2025 Q3	$3.89M	Buy	83,161 +23,811	+40%	+$1.06M	0.72%	28
2025 Q2	$2.54M	Buy	59,350 +50,095	+541%	+$2.02M	0.54%	34
2025 Q1	$364K	Buy	+9,255	New	+$363K	0.2%	76

Other funds holding SPEM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

Richmond Investment Services's SPEM Position: Q2 2026 in Review

Richmond Investment Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 50% in Q2 2026, selling an estimated $2.48M and leaving 48,869 shares worth $2.53M. The position accounts for 0.8% of the portfolio, ranked #27.

Richmond Investment Services first reported a position in SPEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.57M in Q1 2026. 391 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Richmond Investment Services held 48,869 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.53M as of Q2 2026.
Richmond Investment Services sold 48,543 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $2.48M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.8% of Richmond Investment Services's portfolio in Q2 2026, its #27 holding.
Richmond Investment Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
Richmond Investment Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.57M in Q1 2026.
391 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.