CCWM
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Cassaday & Co Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cassaday & Co 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
Q1 		$52.9M Sell
1,127,168
-10,106
-0.9% -$492K 1.13% 16
2025
Q4 		$53.2M Sell
1,137,274
-4,139
-0.4% -$195K 1.12% 16
2025
Q3 		$53.4M Sell
1,141,413
-162
-0% -$7.2K 1.23% 14
2025
Q2 		$48.8M Buy
1,141,575
+996,366
+686% +$40.2M 1.22% 14
2025
Q1 		$5.72M Sell
145,209
-21,681
-13% -$850K 0.16% 34
2024
Q4 		$6.4M Buy
+166,890
New +$6.71M 0.17% 33

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

Cassaday & Co Wealth Management's SPEM Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.89% in Q1 2026, selling an estimated $492K and leaving 1,127,168 shares worth $52.9M. The position accounts for 1.13% of the portfolio, ranked #16.

Cassaday & Co Wealth Management first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.4M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,127,168 shares of State Street SPDR Portfolio Emerging Markets ETF worth $52.9M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 10,106 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $492K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.13% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Cassaday & Co Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
  • Cassaday & Co Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $53.4M in Q3 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.