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

Cornerstone 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	$4.32M	Buy	92,098 +13,042	+16%	+$635K	0.22%	104
2025 Q4	$3.7M	Buy	79,056 +7,664	+11%	+$361K	0.19%	116
2025 Q3	$3.34M	Buy	71,392 +1,179	+2%	+$52.4K	0.18%	119
2025 Q2	$3M	Buy	70,213 +3,697	+6%	+$149K	0.18%	118
2025 Q1	$2.62M	Buy	66,516 +2,723	+4%	+$107K	0.18%	122
2024 Q4	$2.45M	Buy	63,793 +6,278	+11%	+$252K	0.17%	121
2024 Q3	$2.37M	Buy	57,515 +3,712	+7%	+$142K	0.17%	124
2024 Q2	$2.03M	Buy	53,803 +2,602	+5%	+$96.9K	0.16%	134
2024 Q1	$1.85M	Buy	51,201 +3,640	+8%	+$128K	0.15%	136
2023 Q4	$1.68M	Sell	47,561 -9,103	-16%	-$310K	0.14%	136
2023 Q3	$1.9M	Sell	56,664 -33,744	-37%	-$1.17M	0.18%	121
2023 Q2	$3.11M	Buy	90,408 +10,454	+13%	+$357K	0.28%	85
2023 Q1	$2.73M	Buy	+79,954	New	+$2.75M	0.27%	88
2022 Q3	$2.57M	Sell	82,725 -7,529	-8%	-$256K	0.29%	78
2022 Q2	$3.14M	Buy	90,254 +4,747	+6%	+$171K	0.35%	62
2022 Q1	$3.3M	Sell	85,507 -10,454	-11%	-$421K	0.32%	68
2021 Q4	$3.97M	Buy	95,961 +5,859	+7%	+$250K	0.38%	60
2021 Q3	$3.83M	Buy	90,102 +21,227	+31%	+$921K	0.41%	55
2021 Q2	$3.13M	Buy	68,875 +3,955	+6%	+$177K	0.33%	69
2021 Q1	$2.84M	Buy	64,920 +998	+2%	+$44.6K	0.34%	66
2020 Q4	$2.69M	Buy	63,922 +1,112	+2%	+$44.1K	0.34%	63
2020 Q3	$2.3M	Buy	62,810 +6,760	+12%	+$247K	0.34%	58
2020 Q2	$1.88M	Buy	56,050 +4,914	+10%	+$154K	0.3%	66
2020 Q1	$1.46M	Buy	+51,136	New	+$1.76M	0.28%	71
2018 Q3	–	Sell	-7,643	Closed	-$219K	–	1525
2018 Q2	$219K	Buy	+7,643	New	+$288K	﹤0.01%	1294

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

Cornerstone Wealth Management's SPEM Position: Q1 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 16% in Q1 2026, buying an estimated $635K and bringing the position to 92,098 shares worth $4.32M. The position accounts for 0.22% of the portfolio, ranked #104.

Cornerstone Wealth Management first reported a position in SPEM in Q2 2018 and has held it in 25 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Cornerstone Wealth Management held 92,098 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.32M as of Q1 2026.
Cornerstone Wealth Management bought 13,042 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $635K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.22% of Cornerstone Wealth Management's portfolio in Q1 2026, its #104 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 25 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.