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Stonehearth Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Stonehearth Capital 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 		$1.56M Sell
30,161
-3,877
-11% -$198K 0.53% 27
2026
Q1 		$1.6M Sell
34,038
-2,884
-8% -$141K 0.63% 25
2025
Q4 		$1.73M Sell
36,922
-125
-0.3% -$5.88K 0.64% 23
2025
Q3 		$1.73M Sell
37,047
-1,801
-5% -$80.1K 0.67% 22
2025
Q2 		$1.66M Buy
38,848
+743
+2% +$30K 0.69% 22
2025
Q1 		$1.5M Hold
38,105
– – 0.62% 24
2024
Q4 		$1.46M Sell
38,105
-1,303
-3% -$52.4K 0.59% 24
2024
Q3 		$1.63M Sell
39,408
-243
-0.6% -$9.32K 0.65% 24
2024
Q2 		$1.49M Sell
39,651
-741
-2% -$27.6K 0.64% 26
2024
Q1 		$1.46M Buy
40,392
+3,279
+9% +$115K 0.66% 25
2023
Q4 		$1.31M Sell
37,113
-5,125
-12% -$174K 0.65% 26
2023
Q3 		$1.42M Buy
42,238
+4,420
+12% +$153K 0.77% 23
2023
Q2 		$1.3M Sell
37,818
-153
-0.4% -$5.23K 0.68% 24
2023
Q1 		$1.3M Sell
37,971
-3,919
-9% -$135K 0.7% 24
2022
Q4 		$1.38M Buy
41,890
+27,978
+201% +$906K 0.78% 23
2022
Q3 		$432K Sell
13,912
-13,358
-49% -$455K 0.26% 33
2022
Q2 		$945K Buy
27,270
+5,221
+24% +$189K 0.54% 29
2022
Q1 		$852K Sell
22,049
-12,218
-36% -$492K 0.44% 29
2021
Q4 		$1.42M Sell
34,267
-4,988
-13% -$213K 0.74% 25
2021
Q3 		$1.67M Sell
39,255
-5,486
-12% -$238K 0.87% 22
2021
Q2 		$2.04M Sell
44,741
-8,621
-16% -$386K 1% 19
2021
Q1 		$2.34M Buy
53,362
+719
+1% +$32.1K 1.27% 14
2020
Q4 		$2.22M Sell
52,643
-1,044
-2% -$41.4K 1.25% 16
2020
Q3 		$1.96M Sell
53,687
-2,674
-5% -$97.6K 1.3% 16
2020
Q2 		$2.05M Buy
56,361
+14,335
+34% +$448K 1.36% 16
2020
Q1 		$1.2M Buy
42,026
+7,109
+20% +$244K 0.97% 18
2019
Q4 		$1.31M Buy
34,917
+4,327
+14% +$156K 0.87% 18
2019
Q3 		$1.05M Buy
30,590
+5,735
+23% +$199K 0.77% 22
2019
Q2 		$890K Buy
24,855
+16,271
+190% +$576K 0.65% 24
2019
Q1 		$307K Buy
8,584
+34
+0.4% +$1.18K 0.23% 41
2018
Q4 		$277K Sell
8,550
-1,546
-15% -$51K 0.23% 38
2018
Q3 		$352K Buy
+10,096
New +$356K 0.27% 32

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Stonehearth Capital Management's SPEM Position: Q2 2026 in Review

Stonehearth Capital Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q2 2026, selling an estimated $198K and leaving 30,161 shares worth $1.56M. The position accounts for 0.53% of the portfolio, ranked #27.

Stonehearth Capital Management first reported a position in SPEM in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.34M in Q1 2021. 273 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Stonehearth Capital Management held 30,161 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.56M as of Q2 2026.
  • Stonehearth Capital Management sold 3,877 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $198K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.53% of Stonehearth Capital Management's portfolio in Q2 2026, its #27 holding.
  • Stonehearth Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2018 and has held it in 32 quarters since.
  • Stonehearth Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.34M in Q1 2021.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.