Caitlin John’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Caitlin John’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	$6.12K	Sell	130 -3,913	-97%	-$191K	﹤0.01%	596
2025 Q4	$189K	Buy	4,043 +33	+0.8%	+$1.55K	0.12%	184
2025 Q3	$188K	Buy	+4,010	New	+$178K	0.13%	136
2025 Q1	–	Sell	-4,870	Closed	-$187K	–	690
2024 Q4	$187K	Buy	4,870 +20	+0.4%	+$804	0.12%	133
2024 Q3	$191K	Buy	4,850 +931	+24%	+$35.7K	0.12%	134
2024 Q2	$148K	Buy	3,919 +388	+11%	+$14.4K	0.11%	137
2024 Q1	$128K	Buy	3,531 +94	+3%	+$3.31K	0.1%	143
2023 Q4	$122K	Buy	+3,437	New	+$117K	0.1%	135

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

Caitlin John's SPEM Position: Q1 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 97% in Q1 2026, selling an estimated $191K and leaving 130 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Caitlin John first reported a position in SPEM in Q4 2023 and has held it in 8 quarters since. The position peaked at $191K in Q3 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Caitlin John held 130 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.12K as of Q1 2026.
Caitlin John sold 3,913 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $191K.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #596 holding.
Caitlin John first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's State Street SPDR Portfolio Emerging Markets ETF position peaked at $191K in Q3 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.