Cobblestone Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cobblestone Asset 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	$9.65M	Sell	205,616 -26,122	-11%	-$1.27M	4.34%	6
2025 Q4	$10.8M	Buy	231,738 +47,565	+26%	+$2.24M	4.87%	6
2025 Q3	$8.62M	Buy	184,173 +20,118	+12%	+$894K	3.94%	11
2025 Q2	$7.01M	Buy	164,055 +72,029	+78%	+$2.91M	3.69%	9
2025 Q1	$3.62M	Buy	92,026 +42,954	+88%	+$1.68M	2.12%	17
2024 Q4	$1.88M	Sell	49,072 -583	-1%	-$23.4K	1.23%	22
2024 Q3	$2.05M	Sell	49,655 -34,114	-41%	-$1.31M	1.23%	18
2024 Q2	$3.16M	Buy	83,769 +46,699	+126%	+$1.74M	2.04%	13
2024 Q1	$1.34M	Buy	+37,070	New	+$1.3M	0.91%	18

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Cobblestone Asset Management's SPEM Position: Q1 2026 in Review

Cobblestone Asset Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q1 2026, selling an estimated $1.27M and leaving 205,616 shares worth $9.65M. The position accounts for 4.34% of the portfolio, ranked #6.

Cobblestone Asset Management first reported a position in SPEM in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Cobblestone Asset Management held 205,616 shares of State Street SPDR Portfolio Emerging Markets ETF worth $9.65M as of Q1 2026.
Cobblestone Asset Management sold 26,122 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.27M.
State Street SPDR Portfolio Emerging Markets ETF made up 4.34% of Cobblestone Asset Management's portfolio in Q1 2026, its #6 holding.
Cobblestone Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2024 and has held it in 9 quarters since.
Cobblestone Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10.8M in Q4 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Cobblestone Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.