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

Roan Capital Partners’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	$2.57M	Sell	49,633 -9,280	-16%	-$475K	2.13%	18
2026 Q1	$2.76M	Buy	+58,913	New	+$2.87M	2.55%	17

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

Roan Capital Partners's SPEM Position: Q2 2026 in Review

Roan Capital Partners reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 16% in Q2 2026, selling an estimated $475K and leaving 49,633 shares worth $2.57M. The position accounts for 2.13% of the portfolio, ranked #18.

Roan Capital Partners first reported a position in SPEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.76M in Q1 2026. 1,026 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Roan Capital Partners held 49,633 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.57M as of Q2 2026.
Roan Capital Partners sold 9,280 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $475K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.13% of Roan Capital Partners's portfolio in Q2 2026, its #18 holding.
Roan Capital Partners first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2026 and has held it in 2 quarters since.
Roan Capital Partners's State Street SPDR Portfolio Emerging Markets ETF position peaked at $2.76M in Q1 2026.
1,026 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.