CFS Investment Advisory Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

CFS Investment Advisory Services’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	$1.6M	Sell	31,315 -11,633	-27%	-$595K	0.11%	153
2026 Q1	$2.21M	Sell	42,948 -14	-0%	-$682	0.15%	119
2025 Q4	$2.01M	Sell	42,962 -100	-0.2%	-$4.71K	0.15%	121
2025 Q3	$2.06M	Buy	43,062 +4,202	+11%	+$187K	0.15%	118
2025 Q2	$1.66M	Buy	38,860 +3,113	+9%	+$126K	0.14%	131
2025 Q1	$1.41M	Buy	35,747 +11,215	+46%	+$440K	0.13%	136
2024 Q4	$941K	Sell	24,532 -24,708	-50%	-$994K	0.08%	162
2024 Q3	$2.03M	Sell	49,240 -1,145	-2%	-$43.9K	0.17%	103
2024 Q2	$1.9M	Buy	50,385 +20,588	+69%	+$767K	0.15%	95
2024 Q1	$1.08M	Sell	29,797 -73,499	-71%	-$2.59M	0.18%	83
2023 Q4	$3.66M	Buy	103,296 +4,447	+4%	+$151K	0.66%	28
2023 Q3	$3.32M	Sell	98,849 -30,609	-24%	-$1.06M	0.53%	39
2023 Q2	$4.45M	Sell	129,458 -303	-0.2%	-$10.4K	0.57%	31
2023 Q1	$4.43M	Buy	129,761 +102,101	+369%	+$3.51M	0.81%	23
2022 Q4	$912K	Buy	27,660 +2,593	+10%	+$84K	0.21%	63
2022 Q3	$778K	Sell	25,067 -21,944	-47%	-$747K	0.2%	58
2022 Q2	$1.64M	Buy	+47,011	New	+$1.7M	0.25%	88
2021 Q4	$4.37M	Buy	104,544 +39,771	+61%	+$1.7M	0.59%	31
2021 Q3	$2.75M	Buy	+64,773	New	+$2.81M	0.38%	54
2020 Q4	$1.98M	Buy	+46,893	New	+$1.86M	0.31%	76

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

CFS Investment Advisory Services's SPEM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 27% in Q2 2026, selling an estimated $595K and leaving 31,315 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #153.

CFS Investment Advisory Services first reported a position in SPEM in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.45M in Q2 2023. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

CFS Investment Advisory Services held 31,315 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.6M as of Q2 2026.
CFS Investment Advisory Services sold 11,633 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $595K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.11% of CFS Investment Advisory Services's portfolio in Q2 2026, its #153 holding.
CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 20 quarters since.
CFS Investment Advisory Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.45M in Q2 2023.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.