U.S. Capital Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

U.S. Capital Wealth Advisors’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	$340K	Buy	7,246 +2,503	+53%	+$122K	0.01%	781
2025 Q4	$222K	Buy	4,743 +50	+1%	+$2.35K	0.01%	895
2025 Q3	$220K	Sell	4,693 -8	-0.2%	-$356	0.01%	873
2025 Q2	$201K	Buy	+4,701	New	+$190K	0.01%	839
2024 Q4	–	Sell	-5,094	Closed	-$210K	–	830
2024 Q3	$210K	Buy	+5,094	New	+$195K	0.01%	663
2023 Q3	–	Sell	-6,289	Closed	-$216K	–	679
2023 Q2	$216K	Sell	6,289 -2,500	-28%	-$85.5K	0.01%	611
2023 Q1	$300K	Buy	8,789 +972	+12%	+$33.4K	0.01%	538
2022 Q4	$258K	Buy	+7,817	New	+$253K	0.01%	561

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $26B AUM

U.S. Capital Wealth Advisors's SPEM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 53% in Q1 2026, buying an estimated $122K and bringing the position to 7,246 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #781.

U.S. Capital Wealth Advisors first reported a position in SPEM in Q4 2022 and has held it in 8 quarters since. 1,001 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

U.S. Capital Wealth Advisors held 7,246 shares of State Street SPDR Portfolio Emerging Markets ETF worth $340K as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,503 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $122K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #781 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
1,001 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.