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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
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Castleview Partners's SPEM Position: Q2 2026 in Review

Castleview Partners increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.4% in Q2 2026, buying an estimated $8.29K and bringing the position to 6,971 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #143.

Castleview Partners first reported a position in SPEM in Q2 2021 and has held it in 18 quarters since. The position peaked at $639K in Q2 2022. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Castleview Partners held 6,971 shares of State Street SPDR Portfolio Emerging Markets ETF worth $361K as of Q2 2026.
  • Castleview Partners bought 162 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $8.29K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of Castleview Partners's portfolio in Q2 2026, its #143 holding.
  • Castleview Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and has held it in 18 quarters since.
  • Castleview Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $639K in Q2 2022.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.