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Rockbridge Investment Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Rockbridge Investment 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 		$1.05M Sell
22,359
-1,521
-6% -$74.1K 0.09% 64
2025
Q4 		$1.12M Sell
23,880
-251
-1% -$11.8K 0.1% 60
2025
Q3 		$1.13M Sell
24,131
-952
-4% -$42.3K 0.11% 60
2025
Q2 		$1.07M Buy
25,083
+239
+1% +$9.64K 0.11% 61
2025
Q1 		$978K Sell
24,844
-31
-0.1% -$1.22K 0.12% 59
2024
Q4 		$954K Sell
24,875
-110
-0.4% -$4.42K 0.12% 61
2024
Q3 		$1.03M Sell
24,985
-6,063
-20% -$233K 0.13% 56
2024
Q2 		$1.17M Sell
31,048
-455
-1% -$16.9K 0.17% 51
2024
Q1 		$1.14M Sell
31,503
-493
-2% -$17.3K 0.17% 49
2023
Q4 		$1.13M Sell
31,996
-544
-2% -$18.5K 0.17% 48
2023
Q3 		$1.09M Buy
32,540
+288
+0.9% +$9.96K 0.19% 47
2023
Q2 		$1.11M Sell
32,252
-869
-3% -$29.7K 0.2% 46
2023
Q1 		$1.13M Sell
33,121
-234
-0.7% -$8.05K 0.21% 46
2022
Q4 		$1.1M Sell
33,355
-1,347
-4% -$43.6K 0.22% 47
2022
Q3 		$1.08M Sell
34,702
-920
-3% -$31.3K 0.25% 40
2022
Q2 		$1.24M Sell
35,622
-1,940
-5% -$70.1K 0.27% 38
2022
Q1 		$1.48M Sell
37,562
-572
-1% -$23K 0.23% 53
2021
Q4 		$1.58M Sell
38,134
-766
-2% -$32.8K 0.23% 55
2021
Q3 		$1.65M Sell
38,900
-516
-1% -$22.4K 0.27% 49
2021
Q2 		$1.79M Sell
39,416
-189
-0.5% -$8.46K 0.3% 47
2021
Q1 		$1.73M Sell
39,605
-1,596
-4% -$71.3K 0.33% 44
2020
Q4 		$1.74M Sell
41,201
-1,797
-4% -$71.3K 0.36% 40
2020
Q3 		$1.57M Sell
42,998
-1,391
-3% -$50.8K 0.37% 41
2020
Q2 		$1.49M Buy
+44,389
New +$1.39M 0.39% 43

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

Rockbridge Investment Management's SPEM Position: Q1 2026 in Review

Rockbridge Investment Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.4% in Q1 2026, selling an estimated $74.1K and leaving 22,359 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #64.

Rockbridge Investment Management first reported a position in SPEM in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q2 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Rockbridge Investment Management held 22,359 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.05M as of Q1 2026.
  • Rockbridge Investment Management sold 1,521 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $74.1K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.09% of Rockbridge Investment Management's portfolio in Q1 2026, its #64 holding.
  • Rockbridge Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.79M in Q2 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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