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

Tradewinds Capital 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	$26.2M	Sell	558,565 -136,424	-20%	-$6.65M	5.2%	7
2025 Q4	$32.5M	Buy	694,989 +376,388	+118%	+$17.7M	6.86%	5
2025 Q3	$14.9M	Buy	318,601 +308,382	+3,018%	+$13.7M	3.35%	11
2025 Q2	$437K	Sell	10,219 -249	-2%	-$10K	0.11%	69
2025 Q1	$412K	Buy	10,468 +10,448	+52,240%	+$410K	0.11%	66
2024 Q4	$768	Buy	+20	New	+$804	﹤0.01%	566
2021 Q1	–	Sell	-49	Closed	-$2K	–	782
2020 Q4	$2K	Buy	+49	New	+$1.95K	﹤0.01%	612

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Tradewinds Capital Management's SPEM Position: Q1 2026 in Review

Tradewinds Capital Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 20% in Q1 2026, selling an estimated $6.65M and leaving 558,565 shares worth $26.2M. The position accounts for 5.2% of the portfolio, ranked #7.

Tradewinds Capital Management first reported a position in SPEM in Q4 2020 and has held it in 7 quarters since. The position peaked at $32.5M in Q4 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Tradewinds Capital Management held 558,565 shares of State Street SPDR Portfolio Emerging Markets ETF worth $26.2M as of Q1 2026.
Tradewinds Capital Management sold 136,424 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $6.65M.
State Street SPDR Portfolio Emerging Markets ETF made up 5.2% of Tradewinds Capital Management's portfolio in Q1 2026, its #7 holding.
Tradewinds Capital Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 7 quarters since.
Tradewinds Capital Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $32.5M in Q4 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.