CSM Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

CSM Advisors’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	$2.48M	Sell	52,916 -5,800	-10%	-$283K	0.06%	298
2025 Q4	$2.75M	Buy	58,716 +3,458	+6%	+$163K	0.07%	249
2025 Q3	$2.59M	Buy	55,258 +24,487	+80%	+$1.09M	0.07%	278
2025 Q2	$1.32M	Sell	30,771 -129,130	-81%	-$5.21M	0.04%	298
2025 Q1	$6.29M	Hold	159,901	–	–	0.34%	69
2024 Q4	$6.14M	Buy	159,901 +79,400	+99%	+$3.19M	0.29%	70
2024 Q3	$3.32M	Hold	80,501	–	–	0.22%	83
2024 Q2	$3.03M	Hold	80,501	–	–	0.21%	77
2024 Q1	$2.91M	Sell	80,501 -4,600	-5%	-$162K	0.19%	85
2023 Q4	$3.01M	Buy	+85,101	New	+$2.89M	0.22%	83
2023 Q3	–	Sell	-45,645	Closed	-$1.57M	–	145
2023 Q2	$1.57M	Sell	45,645 -3,005	-6%	-$103K	0.12%	94
2023 Q1	$1.66M	Buy	+48,650	New	+$1.67M	0.14%	87
2022 Q1	–	Sell	-36,129	Closed	-$1.5M	–	151
2021 Q4	$1.5M	Sell	36,129 -3,000	-8%	-$128K	0.1%	92
2021 Q3	$1.66M	Sell	39,129 -47,602	-55%	-$2.07M	0.12%	80
2021 Q2	$3.95M	Buy	+86,731	New	+$3.88M	0.26%	68

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

CSM Advisors's SPEM Position: Q1 2026 in Review

CSM Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.9% in Q1 2026, selling an estimated $283K and leaving 52,916 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #298.

CSM Advisors first reported a position in SPEM in Q2 2021 and has held it in 15 quarters since. The position peaked at $6.29M in Q1 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

CSM Advisors held 52,916 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.48M as of Q1 2026.
CSM Advisors sold 5,800 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $283K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.06% of CSM Advisors's portfolio in Q1 2026, its #298 holding.
CSM Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and has held it in 15 quarters since.
CSM Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.29M in Q1 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.