Cherry Tree Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cherry Tree 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	$44.2K	Hold	943	–	–	0.01%	281
2025 Q4	$44.1K	Hold	943	–	–	0.01%	279
2025 Q3	$44.1K	Hold	943	–	–	0.01%	267
2025 Q2	$40.3K	Buy	943 +26	+3%	+$1.05K	0.01%	272
2025 Q1	$36.1K	Hold	917	–	–	0.01%	282
2024 Q4	$35.2K	Hold	917	–	–	0.01%	277
2024 Q3	$37.9K	Sell	917 -523	-36%	-$20.1K	0.01%	280
2024 Q2	$54.2K	Hold	1,440	–	–	0.01%	248
2024 Q1	$52.1K	Hold	1,440	–	–	0.01%	246
2023 Q4	$51K	Hold	1,440	–	–	0.01%	240
2023 Q3	$48.3K	Hold	1,440	–	–	0.01%	233
2023 Q2	$49.5K	Buy	+1,440	New	+$49.2K	0.01%	231

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Cherry Tree Wealth Management's SPEM Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q1 2026 at 943 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #281.

Cherry Tree Wealth Management first reported a position in SPEM in Q2 2023 and has held it in 12 quarters since. The position peaked at $54.2K in Q2 2024. 1,002 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Cherry Tree Wealth Management held 943 shares of State Street SPDR Portfolio Emerging Markets ETF worth $44.2K as of Q1 2026.
Cherry Tree Wealth Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #281 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $54.2K in Q2 2024.
1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.