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

Cypress Wealth Services’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	$5.25M	Sell	101,303 -35,624	-26%	-$1.82M	0.64%	39
2026 Q1	$6.42M	Sell	136,927 -81,693	-37%	-$3.98M	0.91%	29
2025 Q4	$10.2M	Buy	218,620 +58,514	+37%	+$2.75M	1.42%	14
2025 Q3	$7.49M	Buy	160,106 +27,882	+21%	+$1.24M	1.23%	17
2025 Q2	$5.65M	Buy	+132,224	New	+$5.34M	1.01%	23

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Cypress Wealth Services's SPEM Position: Q2 2026 in Review

Cypress Wealth Services reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 26% in Q2 2026, selling an estimated $1.82M and leaving 101,303 shares worth $5.25M. The position accounts for 0.64% of the portfolio, ranked #39.

Cypress Wealth Services first reported a position in SPEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.2M in Q4 2025. 1,030 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Cypress Wealth Services held 101,303 shares of State Street SPDR Portfolio Emerging Markets ETF worth $5.25M as of Q2 2026.
Cypress Wealth Services sold 35,624 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.82M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.64% of Cypress Wealth Services's portfolio in Q2 2026, its #39 holding.
Cypress Wealth Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 5 quarters since.
Cypress Wealth Services's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10.2M in Q4 2025.
1,030 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.