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

Castleview 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
Q3 		$346K Sell
6,694
-277
-4% -$14.4K 0.15% 148
2026
Q2 		$361K Buy
6,971
+162
+2% +$8.29K 0.16% 143
2026
Q1 		$319K Buy
6,809
+1,116
+20% +$54.4K 0.16% 139
2025
Q4 		$266K Buy
5,693
+489
+9% +$23K 0.13% 155
2025
Q3 		$244K Buy
+5,204
New +$231K 0.13% 147
2025
Q2 		– Sell
-5,905
Closed -$232K – 190
2025
Q1 		$232K Sell
5,905
-5,627
-49% -$221K 0.16% 159
2024
Q4 		$441K Sell
11,532
-120
-1% -$4.83K 0.24% 103
2024
Q3 		$481K Sell
11,652
-3,325
-22% -$128K 0.28% 85
2024
Q2 		$564K Buy
14,977
+4,712
+46% +$175K 0.32% 73
2024
Q1 		$371K Buy
10,265
+3,578
+54% +$126K 0.21% 116
2023
Q4 		$237K Buy
6,687
+2,127
+47% +$72.3K 0.17% 125
2023
Q3 		$153K Buy
4,560
+214
+5% +$7.4K 0.14% 135
2023
Q2 		$149K Buy
4,346
+1,849
+74% +$63.2K 0.13% 139
2023
Q1 		$85.2K Buy
2,497
+14
+0.6% +$481 0.08% 195
2022
Q4 		$81.8K Sell
2,483
-11
-0.4% -$356 0.08% 177
2022
Q3 		$77K Sell
2,494
-11,977
-83% -$408K 0.07% 191
2022
Q2 		$639K Buy
14,471
+9,408
+186% +$340K 0.51% 39
2022
Q1 		$195K Buy
+5,063
New +$204K 0.12% 167
2021
Q2 		$163K Buy
+3,573
New +$160K 0.07% 234

Other funds holding SPEM

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Castleview Partners's SPEM Position: Q3 2026 in Review

Castleview Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4% in Q3 2026, selling an estimated $14.4K and leaving 6,694 shares worth $346K. The position accounts for 0.15% of the portfolio, ranked #148.

Castleview Partners first reported a position in SPEM in Q2 2021 and has held it in 19 quarters since. The position peaked at $639K in Q2 2022. 53 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Castleview Partners held 6,694 shares of State Street SPDR Portfolio Emerging Markets ETF worth $346K as of Q3 2026.
  • Castleview Partners sold 277 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $14.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.15% of Castleview Partners's portfolio in Q3 2026, its #148 holding.
  • Castleview Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and has held it in 19 quarters since.
  • Castleview Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $639K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.