Evergreen Capital Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Evergreen Capital 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 Q3	$252K	Hold	4,872	–	–	﹤0.01%	1262
2026 Q2	$252K	Sell	4,872 -628	-11%	-$32.1K	﹤0.01%	1327
2026 Q1	$258K	Buy	5,500 +25	+0.5%	+$1.22K	0.01%	1228
2025 Q4	$256K	Buy	5,475 +173	+3%	+$8.14K	0.01%	1136
2025 Q3	$248K	Hold	5,302	–	–	0.01%	1105
2025 Q2	$227K	Buy	+5,302	New	+$214K	0.01%	960
2023 Q4	–	Sell	-12,562	Closed	-$422K	–	896
2023 Q3	$422K	Buy	12,562 +2,366	+23%	+$81.8K	0.02%	438
2023 Q2	$351K	Buy	10,196 +3,006	+42%	+$103K	0.01%	500
2023 Q1	$245K	Hold	7,190	–	–	0.01%	583
2022 Q4	$237K	Buy	7,190 +71	+1%	+$2.3K	0.01%	554
2022 Q3	$221K	Buy	7,119 +826	+13%	+$28.1K	0.01%	527
2022 Q2	$219K	Hold	6,293	–	–	0.01%	503
2022 Q1	$243K	Hold	6,293	–	–	0.01%	547
2021 Q4	$261K	Hold	6,293	–	–	0.01%	511
2021 Q3	$268K	Hold	6,293	–	–	0.01%	465
2021 Q2	$286K	Buy	6,293 +993	+19%	+$44.5K	0.01%	428
2021 Q1	$232K	Hold	5,300	–	–	0.01%	448
2020 Q4	$223K	Sell	5,300 -5,200	-50%	-$206K	0.01%	403
2020 Q3	$384K	Hold	10,500	–	–	0.03%	295
2020 Q2	$351K	Sell	10,500 -3,000	-22%	-$93.8K	0.03%	284
2020 Q1	$384K	Hold	13,500	–	–	0.04%	250
2019 Q4	$507K	Hold	13,500	–	–	0.04%	252
2019 Q3	$463K	Sell	13,500 -2,500	-16%	-$86.7K	0.04%	235
2019 Q2	$573K	Hold	16,000	–	–	0.05%	215
2019 Q1	$572K	Hold	16,000	–	–	0.06%	197
2018 Q4	$518K	Buy	+16,000	New	+$528K	0.05%	203

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Evergreen Capital Management's SPEM Position: Q3 2026 in Review

Evergreen Capital Management held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q3 2026 at 4,872 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Evergreen Capital Management first reported a position in SPEM in Q4 2018 and has held it in 26 quarters since. The position peaked at $573K in Q2 2019. 923 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Evergreen Capital Management held 4,872 shares of State Street SPDR Portfolio Emerging Markets ETF worth $252K as of Q3 2026.
Evergreen Capital Management left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1262 holding.
Evergreen Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 26 quarters since.
Evergreen Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $573K in Q2 2019.
923 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.