Hirtle & Co., LLC SPEM — SPDR PORTFOLIO EMERGING MARKETS ETF

Ownership history in Hirtle & Co., LLC  ·  5 quarters on record

AI Ownership Summary

Hirtle & Co., LLC reported SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.08% in 2026 Q2. The latest visible filing shows SPEM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hirtle & Co., LLC's position in SPDR PORTFOLIO EMERGING MARKETS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPEM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPEM stock page Hirtle & Co., LLC fund profile Hirtle & Co., LLC full holdings
How Hirtle & Co., LLC held SPEM — position size vs. price
% of Fund (quarterly)    SPEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 47,285 — 0% 0.08% $2.4M 2026-08-14 $52.18
2026 Q1 UNCHANGED — — — 47,285 — 0% 0.08% $2.2M 2026-05-13 $51.70
2025 Q4 ADDED — — — 47,285 +1,678 +3.7% 0.08% $2.2M 2026-02-04 $48.63
2025 Q3 ADDED — — — 45,607 +29,590 +184.7% 0.08% $2.1M 2025-11-13 $46.20
2025 Q2 INITIATED — — — 16,017 — — 0.03% $685K 2025-08-14 $43.03

🏢 Other funds also holding SPEM

As of 2026 Q2 — sorted by position size

Creekmur Asset Management LLC 11.26% McNamara Financial Services, Inc. 3Y 7Y 7.73% Marathon Strategic Advisors, LLC 7.37% LANDMARK WEALTH MANAGEMENT, INC. 7.15% Chaney Capital Management, Inc. 6.99% Luken Investment Analytics, LLC 3Y 6.59% NOVUS ADVISORS, LLC 6.21% Palatine Hill Wealth Management, LLC 5.78% Delta Wealth Advisors LLC 5.7% Sterneck Capital Management, LLC 3Y 7Y 5.65%

FAQ About Hirtle & Co., LLC and SPEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hirtle & Co., LLC reported owning SPEM?

Hirtle & Co., LLC reported SPEM across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SPEM position in Hirtle & Co., LLC's portfolio?

The largest reported portfolio weight for SPEM was 0.08% in 2026 Q2.

What is the latest reported SPEM position on this page?

The most recent filing on this page is 2026 Q2, when Hirtle & Co., LLC reported 47,285 shares, equal to 0.08% of portfolio, with an estimated market value of $2.4M.

What does the chart on this SPEM ownership page compare?

The chart compares Hirtle & Co., LLC's quarterly SPEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hirtle & Co., LLC time their SPEM position?

Based on 13F filing dates vs. subsequent SPEM price moves, Hirtle & Co., LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SPEM relative to SPY over the holding period was +194.7%.

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