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

Tortoise 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 Q2	$17.4M	Sell	336,148 -695	-0.2%	-$35.5K	1.3%	21
2026 Q1	$15.8M	Buy	336,843 +3,158	+0.9%	+$154K	1.3%	21
2025 Q4	$15.6M	Buy	333,685 +12,716	+4%	+$599K	1.37%	20
2025 Q3	$15M	Buy	320,969 +7,917	+3%	+$352K	1.34%	21
2025 Q2	$13.4M	Buy	313,052 +943	+0.3%	+$38.1K	1.28%	22
2025 Q1	$12.3M	Buy	312,109 +9,703	+3%	+$381K	1.28%	24
2024 Q4	$11.6M	Buy	302,406 +10,486	+4%	+$422K	1.23%	25
2024 Q3	$12.1M	Buy	291,920 +12,937	+5%	+$496K	1.26%	24
2024 Q2	$10.5M	Buy	278,983 +15,253	+6%	+$568K	1.2%	23
2024 Q1	$9.54M	Buy	263,730 +43,811	+20%	+$1.54M	1.16%	27
2023 Q4	$7.79M	Sell	219,919 -504	-0.2%	-$17.1K	1.06%	27
2023 Q3	$7.4M	Buy	220,423 +16,753	+8%	+$579K	1.1%	24
2023 Q2	$7M	Buy	203,670 +2,386	+1%	+$81.6K	1.04%	24
2023 Q1	$6.87M	Buy	201,284 +13,567	+7%	+$467K	1.09%	24
2022 Q4	$6.19M	Buy	187,717 +11,187	+6%	+$362K	1.08%	25
2022 Q3	$5.48M	Buy	176,530 +20,796	+13%	+$708K	1.07%	24
2022 Q2	$5.42M	Buy	155,734 +26,752	+21%	+$966K	1.06%	27
2022 Q1	$4.98M	Buy	128,982 +7,993	+7%	+$322K	0.92%	30
2021 Q4	$5.02M	Sell	120,989 -5,756	-5%	-$246K	0.94%	31
2021 Q3	$5.39M	Buy	126,745 +14,610	+13%	+$634K	1.09%	29
2021 Q2	$5.1M	Buy	112,135 +4,087	+4%	+$183K	1.05%	26
2021 Q1	$4.73M	Buy	108,048 +7,253	+7%	+$324K	1.04%	25
2020 Q4	$4.25M	Buy	100,795 +6,459	+7%	+$256K	0.97%	30
2020 Q3	$3.45M	Sell	94,336 -961	-1%	-$35.1K	0.84%	30
2020 Q2	$3.19M	Buy	95,297 +38,024	+66%	+$1.19M	0.82%	30
2020 Q1	$1.63M	Buy	57,273 +12,831	+29%	+$441K	0.47%	48
2019 Q4	$1.67M	Buy	44,442 +9,880	+29%	+$356K	0.39%	47
2019 Q3	$1.19M	Buy	34,562 +12,045	+53%	+$418K	0.31%	57
2019 Q2	$806K	Buy	22,517 +1,415	+7%	+$50.1K	0.2%	73
2019 Q1	$755K	Buy	21,102 +3,640	+21%	+$127K	0.2%	74
2018 Q4	$565K	Buy	17,462 +16,892	+2,964%	+$557K	0.15%	85
2018 Q3	$20K	Buy	+570	New	+$20.1K	0.01%	328

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

Tortoise Investment Management's SPEM Position: Q2 2026 in Review

Tortoise Investment Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.21% in Q2 2026, selling an estimated $35.5K and leaving 336,148 shares worth $17.4M. The position accounts for 1.3% of the portfolio, ranked #21.

Tortoise Investment Management first reported a position in SPEM in Q3 2018 and has held it in 32 quarters since. 1,036 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Tortoise Investment Management held 336,148 shares of State Street SPDR Portfolio Emerging Markets ETF worth $17.4M as of Q2 2026.
Tortoise Investment Management sold 695 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $35.5K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.3% of Tortoise Investment Management's portfolio in Q2 2026, its #21 holding.
Tortoise Investment Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2018 and has held it in 32 quarters since.
1,036 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.