Cabot Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cabot Wealth 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 Q1	$325K	Sell	6,938 -1,684	-20%	-$82K	0.04%	117
2025 Q4	$404K	Sell	8,622 -197	-2%	-$9.27K	0.04%	110
2025 Q3	$413K	Sell	8,819 -71	-0.8%	-$3.16K	0.05%	112
2025 Q2	$380K	Hold	8,890	–	–	0.05%	106
2025 Q1	$350K	Hold	8,890	–	–	0.04%	106
2024 Q4	$341K	Sell	8,890 -4,765	-35%	-$192K	0.04%	104
2024 Q3	$564K	Hold	13,655	–	–	0.07%	100
2024 Q2	$514K	Hold	13,655	–	–	0.07%	109
2024 Q1	$494K	Hold	13,655	–	–	0.06%	114
2023 Q4	$484K	Hold	13,655	–	–	0.07%	112
2023 Q3	$458K	Sell	13,655 -3,947	-22%	-$136K	0.07%	113
2023 Q2	$605K	Hold	17,602	–	–	0.09%	107
2023 Q1	$601K	Sell	17,602 -57	-0.3%	-$1.96K	0.09%	104
2022 Q4	$582K	Sell	17,659 -2,553	-13%	-$82.7K	0.1%	106
2022 Q3	$627K	Sell	20,212 -1,117	-5%	-$38K	0.11%	105
2022 Q2	$742K	Hold	21,329	–	–	0.12%	102
2022 Q1	$824K	Buy	21,329 +444	+2%	+$17.9K	0.11%	100
2021 Q4	$867K	Buy	20,885 +144	+0.7%	+$6.16K	0.11%	101
2021 Q3	$882K	Buy	20,741 +529	+3%	+$23K	0.12%	98
2021 Q2	$920K	Sell	20,212 -145	-0.7%	-$6.49K	0.12%	96
2021 Q1	$891K	Sell	20,357 -691	-3%	-$30.9K	0.13%	92
2020 Q4	$887K	Sell	21,048 -23	-0.1%	-$913	0.14%	85
2020 Q3	$770K	Sell	21,071 -454	-2%	-$16.6K	0.14%	84
2020 Q2	$720K	Sell	21,525 -9,867	-31%	-$309K	0.14%	82
2020 Q1	$893K	Buy	+31,392	New	+$1.08M	0.21%	77
2013 Q3	–	Sell	-9,506	Closed	-$283K	–	179
2013 Q2	$283K	Buy	+9,506	New	+$305K	0.1%	163

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Cabot Wealth Management's SPEM Position: Q1 2026 in Review

Cabot Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q1 2026, selling an estimated $82K and leaving 6,938 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #117.

Cabot Wealth Management first reported a position in SPEM in Q2 2013 and has held it in 26 quarters since. The position peaked at $920K in Q2 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Cabot Wealth Management held 6,938 shares of State Street SPDR Portfolio Emerging Markets ETF worth $325K as of Q1 2026.
Cabot Wealth Management sold 1,684 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $82K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.04% of Cabot Wealth Management's portfolio in Q1 2026, its #117 holding.
Cabot Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2013 and has held it in 26 quarters since.
Cabot Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $920K in Q2 2021.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.