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 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 $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

Evergreen Capital Management's SPEM Position: Q1 2026 in Review

Evergreen Capital Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.46% in Q1 2026, buying an estimated $1.22K and bringing the position to 5,500 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1228.

Evergreen Capital Management first reported a position in SPEM in Q4 2018 and has held it in 24 quarters since. The position peaked at $573K in Q2 2019. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Evergreen Capital Management held 5,500 shares of State Street SPDR Portfolio Emerging Markets ETF worth $258K as of Q1 2026.
Evergreen Capital Management bought 25 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $1.22K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1228 holding.
Evergreen Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 24 quarters since.
Evergreen Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $573K in Q2 2019.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.