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Capital Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Capital Investment 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
Q2 		$8.45M Buy
163,273
+2,025
+1% +$104K 2.59% 7
2026
Q1 		$7.56M Sell
161,248
-13,540
-8% -$660K 2.6% 8
2025
Q4 		$8.18M Buy
+174,788
New +$8.23M 2.86% 6

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Capital Investment Management's SPEM Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.3% in Q2 2026, buying an estimated $104K and bringing the position to 163,273 shares worth $8.45M. The position accounts for 2.59% of the portfolio, ranked #7.

Capital Investment Management first reported a position in SPEM in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Capital Investment Management held 163,273 shares of State Street SPDR Portfolio Emerging Markets ETF worth $8.45M as of Q2 2026.
  • Capital Investment Management bought 2,025 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $104K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.59% of Capital Investment Management's portfolio in Q2 2026, its #7 holding.
  • Capital Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.