Idaho Trust Bank’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Idaho Trust Bank’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	$822K	Sell	17,526 -2,587	-13%	-$126K	0.27%	56
2025 Q4	$941K	Sell	20,113 -3,329	-14%	-$157K	0.31%	56
2025 Q3	$1.1M	Sell	23,442 -16,347	-41%	-$727K	0.37%	51
2025 Q2	$1.7M	Sell	39,789 -1,402	-3%	-$56.6K	0.61%	42
2025 Q1	$1.62M	Buy	+41,191	New	+$1.62M	0.66%	42

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

Idaho Trust Bank's SPEM Position: Q1 2026 in Review

Idaho Trust Bank reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 13% in Q1 2026, selling an estimated $126K and leaving 17,526 shares worth $822K. The position accounts for 0.27% of the portfolio, ranked #56.

Idaho Trust Bank first reported a position in SPEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2025. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Idaho Trust Bank held 17,526 shares of State Street SPDR Portfolio Emerging Markets ETF worth $822K as of Q1 2026.
Idaho Trust Bank sold 2,587 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $126K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.27% of Idaho Trust Bank's portfolio in Q1 2026, its #56 holding.
Idaho Trust Bank first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 5 quarters since.
Idaho Trust Bank's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.7M in Q2 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.