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

Corient Private 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	$59.7M	Sell	1,273,662 -1,320,852	-51%	-$64.4M	0.09%	212
2025 Q4	$119M	Buy	2,594,514 +1,461,729	+129%	+$68.8M	0.08%	219
2025 Q3	$6.72M	Buy	1,132,785 +932,139	+465%	+$41.4M	0.01%	621
2025 Q2	$8.58M	Sell	200,646 -1,807	-0.9%	-$72.9K	0.01%	555
2025 Q1	$7.97M	Buy	202,453 +71,775	+55%	+$2.81M	0.01%	566
2024 Q4	$5.01M	Sell	130,678 -9,836	-7%	-$396K	0.01%	696
2024 Q3	$5.8M	Buy	140,514 +22,061	+19%	+$846K	0.01%	709
2024 Q2	$4.46M	Buy	118,453 +8,054	+7%	+$300K	0.01%	739
2024 Q1	$4M	Sell	110,399 -114	-0.1%	-$4.01K	0.01%	773
2023 Q4	$3.91M	Sell	110,513 -4,998	-4%	-$170K	0.01%	772
2023 Q3	$3.88M	Buy	115,511 +6,849	+6%	+$237K	0.01%	695
2023 Q2	$3.74M	Sell	108,662 -11,153	-9%	-$381K	0.01%	716
2023 Q1	$4.09M	Buy	119,815 +26,781	+29%	+$921K	0.01%	646
2022 Q4	$3.07M	Buy	+93,034	New	+$3.01M	0.01%	604

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

Corient Private Wealth's SPEM Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 51% in Q1 2026, selling an estimated $64.4M and leaving 1,273,662 shares worth $59.7M. The position accounts for 0.09% of the portfolio, ranked #212.

Corient Private Wealth first reported a position in SPEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $119M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Corient Private Wealth held 1,273,662 shares of State Street SPDR Portfolio Emerging Markets ETF worth $59.7M as of Q1 2026.
Corient Private Wealth sold 1,320,852 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $64.4M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Corient Private Wealth's portfolio in Q1 2026, its #212 holding.
Corient Private Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $119M in Q4 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.