CX Institutional’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

CX Institutional’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 Q2	$7.14M	Buy	137,995 +2,704	+2%	+$138K	0.21%	126
2026 Q1	$6.35M	Sell	135,291 -2,346	-2%	-$114K	0.19%	123
2025 Q4	$6.44M	Sell	137,637 -3,228	-2%	-$152K	0.19%	133
2025 Q3	$6.59M	Sell	140,865 -7,780	-5%	-$346K	0.2%	120
2025 Q2	$6.35M	Buy	148,645 +4,250	+3%	+$171K	0.22%	108
2025 Q1	$5.68M	Buy	144,395 +23,739	+20%	+$931K	0.21%	108
2024 Q4	$4.63M	Buy	120,656 +31,631	+36%	+$1.27M	0.18%	134
2024 Q3	$3.67M	Sell	89,025 -561	-0.6%	-$21.5K	0.16%	161
2024 Q2	$3.37M	Sell	89,586 -3,498	-4%	-$130K	0.16%	151
2024 Q1	$3.37M	Sell	93,084 -50,742	-35%	-$1.79M	0.16%	154
2023 Q4	$5.09M	Buy	+143,826	New	+$4.89M	0.27%	100
2023 Q3	–	Sell	-23,976	Closed	-$824K	–	545
2023 Q2	$824K	Sell	23,976 -3,097	-11%	-$106K	0.04%	299
2023 Q1	$927K	Sell	27,073 -10,184	-27%	-$350K	0.05%	284
2022 Q4	$1.23M	Sell	37,257 -41,451	-53%	-$1.34M	0.07%	253
2022 Q3	$2.44M	Sell	78,708 -84,429	-52%	-$2.87M	0.17%	146
2022 Q2	$5.67M	Buy	163,137 +120,776	+285%	+$4.36M	0.43%	53
2022 Q1	$1.64M	Sell	42,361 -82,796	-66%	-$3.34M	0.13%	179
2021 Q4	$5.19M	Sell	125,157 -19,990	-14%	-$855K	0.41%	68
2021 Q3	$6.17M	Buy	145,147 +34,544	+31%	+$1.5M	0.5%	53
2021 Q2	$5.03M	Buy	110,603 +101,965	+1,180%	+$4.56M	0.41%	64
2021 Q1	$378K	Sell	8,638 -20,433	-70%	-$913K	0.03%	242
2020 Q4	$1.23M	Sell	29,071 -9,115	-24%	-$362K	0.12%	181
2020 Q3	$1.4M	Sell	38,186 -1,066	-3%	-$38.9K	0.15%	158
2020 Q2	$1.31M	Buy	39,252 +3,484	+10%	+$109K	0.17%	137
2020 Q1	$1.02M	Buy	35,768 +11,620	+48%	+$399K	0.17%	132
2019 Q4	$908K	Sell	24,148 -2,803	-10%	-$101K	0.16%	117
2019 Q3	$924K	Buy	26,951 +3,474	+15%	+$121K	0.15%	135
2019 Q2	$840K	Buy	23,477 +3,042	+15%	+$108K	0.13%	137
2019 Q1	$731K	Buy	20,435 +1,876	+10%	+$65.3K	0.13%	145
2018 Q4	$601K	Buy	18,559 +3,413	+23%	+$113K	0.13%	123
2018 Q3	$528K	Buy	15,146 +5,381	+55%	+$190K	0.17%	100
2018 Q2	$345K	Buy	+9,765	New	+$368K	0.13%	106

Other funds holding SPEM

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return