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

TAGStone 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 		$1.9M Sell
36,680
-681
-2% -$34.8K 0.6% 38
2026
Q1 		$1.75M Sell
37,361
-101
-0.3% -$4.92K 0.62% 37
2025
Q4 		$1.75M Buy
37,462
+541
+1% +$25.5K 0.65% 34
2025
Q3 		$1.73M Sell
36,921
-54
-0.1% -$2.4K 0.68% 34
2025
Q2 		$1.62M Buy
36,975
+417
+1% +$16.8K 0.67% 33
2025
Q1 		$1.44M Sell
36,558
-147
-0.4% -$5.76K 0.71% 33
2024
Q4 		$1.41M Sell
36,705
-1,128
-3% -$45.4K 0.69% 32
2024
Q3 		$1.56M Sell
37,833
-45
-0.1% -$1.73K 0.8% 30
2024
Q2 		$1.43M Sell
37,878
-1,360
-3% -$50.6K 0.81% 29
2024
Q1 		$1.42M Sell
39,238
-389
-1% -$13.7K 0.83% 29
2023
Q4 		$1.4M Sell
39,627
-21
-0.1% -$714 0.92% 27
2023
Q3 		$1.33M Buy
39,648
+59
+0.1% +$2.04K 0.98% 26
2023
Q2 		$1.36M Buy
39,589
+494
+1% +$16.9K 0.98% 26
2023
Q1 		$1.33M Buy
39,095
+802
+2% +$27.6K 1% 27
2022
Q4 		$1.26M Buy
38,293
+407
+1% +$13.2K 1.04% 29
2022
Q3 		$1.18M Buy
37,886
+1,426
+4% +$48.5K 1.09% 28
2022
Q2 		$1.27M Buy
36,460
+1,168
+3% +$42.2K 1.21% 24
2022
Q1 		$1.36M Sell
35,292
-1
-0% -$40 1.15% 25
2021
Q4 		$1.46M Buy
+35,293
New +$1.51M 1.22% 24

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TAGStone Capital's SPEM Position: Q2 2026 in Review

TAGStone Capital reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.8% in Q2 2026, selling an estimated $34.8K and leaving 36,680 shares worth $1.9M. The position accounts for 0.6% of the portfolio, ranked #38.

TAGStone Capital first reported a position in SPEM in Q4 2021 and has held it in 19 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • TAGStone Capital held 36,680 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.9M as of Q2 2026.
  • TAGStone Capital sold 681 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $34.8K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.6% of TAGStone Capital's portfolio in Q2 2026, its #38 holding.
  • TAGStone Capital first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

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