Capital CS Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Capital CS Group’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	$213K	Sell	4,547 -876	-16%	-$42.7K	0.44%	51
2025 Q4	$254K	Sell	5,423 -574	-10%	-$27K	0.39%	45
2025 Q3	$281K	Buy	5,997 +147	+3%	+$6.54K	0.44%	45
2025 Q2	$250K	Sell	5,850 -167	-3%	-$6.74K	0.41%	49
2025 Q1	$237K	Sell	6,017 -798	-12%	-$31.3K	0.38%	35
2024 Q4	$261K	Buy	6,815 +649	+11%	+$26.1K	0.34%	43
2024 Q3	$255K	Buy	6,166 +119	+2%	+$4.56K	0.3%	54
2024 Q2	$228K	Buy	+6,047	New	+$225K	0.25%	70
2023 Q4	–	Sell	-34,252	Closed	-$1.15M	–	109
2023 Q3	$1.15M	Buy	34,252 +5,949	+21%	+$206K	1.36%	7
2023 Q2	$973K	Buy	+28,303	New	+$968K	0.97%	10

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 $424B AUM 22.96% 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

Capital CS Group's SPEM Position: Q1 2026 in Review

Capital CS Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 16% in Q1 2026, selling an estimated $42.7K and leaving 4,547 shares worth $213K. The position accounts for 0.44% of the portfolio, ranked #51.

Capital CS Group first reported a position in SPEM in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2023. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Capital CS Group held 4,547 shares of State Street SPDR Portfolio Emerging Markets ETF worth $213K as of Q1 2026.
Capital CS Group sold 876 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $42.7K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.44% of Capital CS Group's portfolio in Q1 2026, its #51 holding.
Capital CS Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and has held it in 10 quarters since.
Capital CS Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.15M in Q3 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Capital CS Group's 13F filing for Q1 2026, filed 13 May 2026.