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YHB Investment Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

YHB Investment 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 		$4.54M Buy
87,743
+1,561
+2% +$79.8K 0.29% 85
2026
Q1 		$4.04M Buy
86,182
+1,186
+1% +$57.8K 0.29% 84
2025
Q4 		$3.98M Buy
84,996
+11,867
+16% +$559K 0.27% 83
2025
Q3 		$3.42M Buy
73,129
+55
+0.1% +$2.44K 0.25% 92
2025
Q2 		$3.12M Buy
73,074
+1,217
+2% +$49.1K 0.24% 96
2025
Q1 		$2.83M Sell
71,857
-510
-0.7% -$20K 0.24% 97
2024
Q4 		$2.78M Buy
72,367
+898
+1% +$36.1K 0.23% 98
2024
Q3 		$2.95M Sell
71,469
-75
-0.1% -$2.88K 0.24% 94
2024
Q2 		$2.7M Sell
71,544
-961
-1% -$35.8K 0.23% 98
2024
Q1 		$2.62M Buy
72,505
+6,778
+10% +$238K 0.23% 96
2023
Q4 		$2.33M Sell
65,727
-5,663
-8% -$193K 0.23% 97
2023
Q3 		$2.4M Buy
71,390
+8,520
+14% +$295K 0.22% 104
2023
Q2 		$2.16M Buy
62,870
+43,270
+221% +$1.48M 0.2% 112
2023
Q1 		$669K Buy
19,600
+582
+3% +$20K 0.07% 169
2022
Q4 		$627K Sell
19,018
-572
-3% -$18.5K 0.07% 168
2022
Q3 		$608K Sell
19,590
-3,375
-15% -$115K 0.07% 173
2022
Q2 		$798K Sell
22,965
-17
-0.1% -$614 0.08% 162
2022
Q1 		$888K Buy
22,982
+101
+0.4% +$4.07K 0.08% 167
2021
Q4 		$949K Sell
22,881
-809
-3% -$34.6K 0.08% 171
2021
Q3 		$1.01M Buy
23,690
+650
+3% +$28.2K 0.09% 163
2021
Q2 		$1.05M Buy
23,040
+1,870
+9% +$83.7K 0.09% 162
2021
Q1 		$940K Buy
21,170
+1,691
+9% +$75.6K 0.08% 169
2020
Q4 		$821K Buy
19,479
+822
+4% +$32.6K 0.08% 171
2020
Q3 		$682K Buy
+18,657
New +$681K 0.07% 176

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
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
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

YHB Investment Advisors's SPEM Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.8% in Q2 2026, buying an estimated $79.8K and bringing the position to 87,743 shares worth $4.54M. The position accounts for 0.29% of the portfolio, ranked #85.

YHB Investment Advisors first reported a position in SPEM in Q3 2020 and has held it in 24 quarters since. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • YHB Investment Advisors held 87,743 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.54M as of Q2 2026.
  • YHB Investment Advisors bought 1,561 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $79.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.29% of YHB Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and has held it in 24 quarters since.
  • 508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.