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

IEQ Capital’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	$1.13M	Sell	21,739 -20,321	-48%	-$1.04M	0.01%	1060
2026 Q1	$1.97M	Sell	42,060 -6,242	-13%	-$304K	0.01%	771
2025 Q4	$2.26M	Sell	48,302 -12,930	-21%	-$609K	0.01%	747
2025 Q3	$2.87M	Buy	61,232 +9,987	+19%	+$444K	0.01%	642
2025 Q2	$2.19M	Buy	51,245 +8,475	+20%	+$342K	0.01%	623
2025 Q1	$1.68M	Hold	42,770	–	–	0.01%	620
2024 Q4	$1.64M	Buy	+42,770	New	+$1.72M	0.02%	546

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

IEQ Capital's SPEM Position: Q2 2026 in Review

IEQ Capital reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 48% in Q2 2026, selling an estimated $1.04M and leaving 21,739 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1060.

IEQ Capital first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.87M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

IEQ Capital held 21,739 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.13M as of Q2 2026.
IEQ Capital sold 20,321 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $1.04M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #1060 holding.
IEQ Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
IEQ Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.87M in Q3 2025.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.