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

Capital 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
Q2 		$22.5M Buy
435,418
+4,728
+1% +$242K 5.42% 10
2026
Q1 		$20.2M Buy
430,690
+16,393
+4% +$799K 5.47% 9
2025
Q4 		$19.4M Sell
414,297
-19,291
-4% -$908K 6.26% 6
2025
Q3 		$20.3M Sell
433,588
-1,640
-0.4% -$72.9K 7.06% 6
2025
Q2 		$18.6M Buy
435,228
+11,178
+3% +$451K 6.94% 5
2025
Q1 		$16.7M Buy
424,050
+11,049
+3% +$433K 6.93% 5
2024
Q4 		$15.8M Buy
413,001
+28,239
+7% +$1.14M 6.79% 5
2024
Q3 		$15.9M Buy
384,762
+4,097
+1% +$157K 6.81% 4
2024
Q2 		$14.3M Buy
380,665
+1,782
+0.5% +$66.4K 6.57% 4
2024
Q1 		$13.7M Buy
378,883
+8,952
+2% +$315K 6.57% 4
2023
Q4 		$13.1M Sell
369,931
-8,583
-2% -$292K 6.67% 4
2023
Q3 		$12.7M Buy
378,514
+75
+0% +$2.59K 6.97% 4
2023
Q2 		$13M Buy
378,439
+4,853
+1% +$166K 7.08% 4
2023
Q1 		$12.8M Buy
373,586
+94,484
+34% +$3.25M 7.32% 4
2022
Q4 		$9.2M Buy
279,102
+8,905
+3% +$288K 6.22% 4
2022
Q3 		$8.39M Buy
270,197
+26,082
+11% +$887K 6.5% 4
2022
Q2 		$8.49M Buy
244,115
+77,651
+47% +$2.8M 6.3% 4
2022
Q1 		$6.43M Buy
166,464
+25,056
+18% +$1.01M 4.34% 6
2021
Q4 		$5.87M Buy
141,408
+10,856
+8% +$464K 4.11% 6
2021
Q3 		$5.55M Sell
130,552
-4,881
-4% -$212K 4.29% 6
2021
Q2 		$6.16M Buy
135,433
+11,574
+9% +$518K 4.51% 6
2021
Q1 		$5.42M Sell
123,859
-3,653
-3% -$163K 4.3% 9
2020
Q4 		$5.38M Buy
127,512
+3,703
+3% +$147K 4.64% 8
2020
Q3 		$4.53M Sell
123,809
-2,173
-2% -$79.3K 4.56% 7
2020
Q2 		$4.21M Sell
125,982
-1,565
-1% -$49K 4.49% 8
2020
Q1 		$3.63M Buy
127,547
+1,377
+1% +$47.3K 4.55% 8
2019
Q4 		$4.74M Buy
126,170
+6,697
+6% +$241K 4.84% 8
2019
Q3 		$4.1M Sell
119,473
-329
-0.3% -$11.4K 4.38% 8
2019
Q2 		$4.29M Sell
119,802
-1,601
-1% -$56.7K 4.27% 9
2019
Q1 		$4.34M Buy
121,403
+13,946
+13% +$486K 4.34% 9
2018
Q4 		$3.48M Buy
107,457
+2,331
+2% +$76.9K 3.8% 9
2018
Q3 		$3.66M Buy
105,126
+352
+0.3% +$12.4K 3.21% 9
2018
Q2 		$3.7M Sell
104,774
-1,997
-2% -$75.2K 3.37% 8
2018
Q1 		$4.2M Sell
106,771
-467
-0.4% -$18.7K 3.93% 7
2017
Q4 		$4.09M Buy
+107,238
New +$3.99M 3.53% 8

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Capital Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.1% in Q2 2026, buying an estimated $242K and bringing the position to 435,418 shares worth $22.5M. The position accounts for 5.42% of the portfolio, ranked #10.

Capital Wealth Management first reported a position in SPEM in Q4 2017 and has held it in 35 quarters since. 481 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Capital Wealth Management held 435,418 shares of State Street SPDR Portfolio Emerging Markets ETF worth $22.5M as of Q2 2026.
  • Capital Wealth Management bought 4,728 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $242K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 5.42% of Capital Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Capital Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and has held it in 35 quarters since.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.