Cooksen Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Cooksen Wealth’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	$475K	Sell	10,128 -280	-3%	-$13.6K	0.35%	36
2025 Q4	$487K	Sell	10,408 -119	-1%	-$5.6K	0.36%	37
2025 Q3	$493K	Sell	10,527 -220	-2%	-$9.78K	0.37%	36
2025 Q2	$459K	Sell	10,747 -6,857	-39%	-$277K	0.37%	36
2025 Q1	$637K	Buy	17,604 +6,662	+61%	+$261K	0.65%	32
2024 Q4	$420K	Sell	10,942 -3,627	-25%	-$146K	0.39%	36
2024 Q3	$601K	Sell	14,569 -2,563	-15%	-$98.3K	0.56%	35
2024 Q2	$645K	Sell	17,132 -472	-3%	-$17.6K	0.65%	31
2024 Q1	$637K	Sell	17,604 -49	-0.3%	-$1.72K	0.66%	32
2023 Q4	$625K	Buy	+17,653	New	+$600K	0.71%	32

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

Cooksen Wealth's SPEM Position: Q1 2026 in Review

Cooksen Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.7% in Q1 2026, selling an estimated $13.6K and leaving 10,128 shares worth $475K. The position accounts for 0.35% of the portfolio, ranked #36.

Cooksen Wealth first reported a position in SPEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $645K in Q2 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Cooksen Wealth held 10,128 shares of State Street SPDR Portfolio Emerging Markets ETF worth $475K as of Q1 2026.
Cooksen Wealth sold 280 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $13.6K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.35% of Cooksen Wealth's portfolio in Q1 2026, its #36 holding.
Cooksen Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
Cooksen Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $645K in Q2 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.