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

Optima 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
Q1 		– Sell
-467
Closed -$21.9K – 1120
2025
Q4 		$21.9K Buy
+467
New +$22K 0.01% 411
2025
Q1 		– Sell
-5,513
Closed -$212K – 165
2024
Q4 		$212K Buy
+5,513
New +$222K 0.15% 148

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Optima Capital's SPEM Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2026, closing a stake of 467 shares — an estimated $21.9K sold.

Optima Capital first reported a position in SPEM in Q4 2024 and held it in 2 quarters. The position peaked at $212K in Q4 2024. 999 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Optima Capital reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 467 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $21.9K.
  • Optima Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and held it in 2 quarters.
  • Optima Capital's State Street SPDR Portfolio Emerging Markets ETF position peaked at $212K in Q4 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.