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

Caprock 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 		$205K Hold
4,380
– – 0.01% 1041
2025
Q4 		$205K Buy
+4,380
New +$206K ﹤0.01% 1112

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Caprock Group's SPEM Position: Q1 2026 in Review

Caprock Group held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 4,380 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #1041.

Caprock Group first reported a position in SPEM in Q4 2025 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Caprock Group held 4,380 shares of State Street SPDR Portfolio Emerging Markets ETF worth $205K as of Q1 2026.
  • Caprock Group left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #1041 holding.
  • Caprock Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.