Cascade Financial Partners’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cascade Financial Partners’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	$14M	Buy	269,542 +20,940	+8%	+$1.07M	1.21%	18
2026 Q1	$11.7M	Buy	248,602 +13,713	+6%	+$668K	1.2%	18
2025 Q4	$11M	Buy	234,889 +9,185	+4%	+$432K	1.11%	17
2025 Q3	$10.6M	Buy	225,704 +4,492	+2%	+$200K	1.21%	16
2025 Q2	$9.45M	Buy	221,212 +31,351	+17%	+$1.27M	1.14%	16
2025 Q1	$7.47M	Buy	189,861 +13,483	+8%	+$529K	0.94%	20
2024 Q4	$6.77M	Buy	176,378 +7,000	+4%	+$282K	0.88%	21
2024 Q3	$6.94M	Sell	169,378 -1,067	-0.6%	-$40.9K	0.87%	20
2024 Q2	$6.42M	Sell	170,445 -25	-0%	-$931	0.84%	22
2024 Q1	$6.14M	Buy	+170,470	New	+$6M	0.88%	22

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Cascade Financial Partners's SPEM Position: Q2 2026 in Review

Cascade Financial Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 8.4% in Q2 2026, buying an estimated $1.07M and bringing the position to 269,542 shares worth $14M. The position accounts for 1.21% of the portfolio, ranked #18.

Cascade Financial Partners first reported a position in SPEM in Q1 2024 and has held it in 10 quarters since. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Cascade Financial Partners held 269,542 shares of State Street SPDR Portfolio Emerging Markets ETF worth $14M as of Q2 2026.
Cascade Financial Partners bought 20,940 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.07M.
State Street SPDR Portfolio Emerging Markets ETF made up 1.21% of Cascade Financial Partners's portfolio in Q2 2026, its #18 holding.
Cascade Financial Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 10 quarters since.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.