Uptown Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Uptown Financial Advisors’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	$8.08M	Sell	155,992 -111	-0.1%	-$5.68K	5.32%	6
2026 Q1	$7.32M	Buy	156,103 +12,903	+9%	+$629K	5.82%	6
2025 Q4	$6.7M	Buy	143,200 +2,030	+1%	+$95.6K	4.8%	7
2025 Q3	$6.61M	Buy	141,170 +1,256	+0.9%	+$55.8K	5.45%	5
2025 Q2	$5.98M	Sell	139,914 -2,840	-2%	-$115K	5.12%	6
2025 Q1	$5.62M	Buy	142,754 +5,553	+4%	+$218K	5.74%	6
2024 Q4	$5.26M	Buy	+137,201	New	+$5.52M	5.68%	6

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Uptown Financial Advisors's SPEM Position: Q2 2026 in Review

Uptown Financial Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.07% in Q2 2026, selling an estimated $5.68K and leaving 155,992 shares worth $8.08M. The position accounts for 5.32% of the portfolio, ranked #6.

Uptown Financial Advisors first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Uptown Financial Advisors held 155,992 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.08M as of Q2 2026.
Uptown Financial Advisors sold 111 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $5.68K.
State Street SPDR Portfolio Emerging Markets ETF made up 5.32% of Uptown Financial Advisors's portfolio in Q2 2026, its #6 holding.
Uptown Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.