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Caldwell Trust’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Caldwell Trust’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
2022
Q1 		– Sell
-2,945
Closed -$122K – 769
2021
Q4 		$122K Hold
2,945
– – 0.01% 346
2021
Q3 		$125K Sell
2,945
-680
-19% -$29.5K 0.02% 334
2021
Q2 		$165K Sell
3,625
-1,515
-29% -$67.8K 0.02% 303
2021
Q1 		$225K Buy
+5,140
New +$230K 0.03% 253

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Trust's SPEM Position: Q1 2022 in Review

Caldwell Trust sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2022, closing a stake of 2,945 shares — an estimated $122K sold.

Caldwell Trust first reported a position in SPEM in Q1 2021 and held it in 4 quarters. The position peaked at $225K in Q1 2021. 597 funds tracked by Wall St. Rank hold SPEM as of Q1 2022.

  • Caldwell Trust reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 2,945 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2022, an estimated $122K.
  • Caldwell Trust first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and held it in 4 quarters.
  • Caldwell Trust's State Street SPDR Portfolio Emerging Markets ETF position peaked at $225K in Q1 2021.
  • 597 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.