WESCAP Management Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

WESCAP Management Group’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	$1.71M	Sell	36,433 -568	-2%	-$27.7K	0.34%	53
2025 Q4	$1.73M	Sell	37,001 -630	-2%	-$29.7K	0.35%	52
2025 Q3	$1.76M	Sell	37,631 -1,755	-4%	-$78K	0.37%	53
2025 Q2	$1.68M	Sell	39,386 -10,969	-22%	-$443K	0.38%	49
2025 Q1	$1.98M	Sell	50,355 -8,494	-14%	-$333K	0.48%	43
2024 Q4	$2.26M	Buy	58,849 +3,407	+6%	+$137K	0.55%	40
2024 Q3	$2.29M	Sell	55,442 -969	-2%	-$37.2K	0.57%	37
2024 Q2	$2.13M	Sell	56,411 -70	-0.1%	-$2.61K	0.6%	34
2024 Q1	$2.04M	Sell	56,481 -7,084	-11%	-$249K	0.59%	33
2023 Q4	$2.25M	Sell	63,565 -154	-0.2%	-$5.24K	0.73%	31
2023 Q3	$2.14M	Buy	63,719 +5	+0%	+$173	0.76%	30
2023 Q2	$2.19M	Sell	63,714 -648	-1%	-$22.2K	0.76%	29
2023 Q1	$2.2M	Buy	64,362 +303	+0.5%	+$10.4K	0.77%	28
2022 Q4	$2.11M	Sell	64,059 -17,029	-21%	-$552K	0.74%	30
2022 Q3	$2.52M	Sell	81,088 -23,476	-22%	-$799K	0.96%	26
2022 Q2	$3.63M	Sell	104,564 -2,767	-3%	-$99.9K	1.24%	22
2022 Q1	$4.15M	Sell	107,331 -5,681	-5%	-$229K	1.17%	25
2021 Q4	$4.69M	Buy	113,012 +9,389	+9%	+$401K	1.29%	22
2021 Q3	$4.41M	Buy	103,623 +147	+0.1%	+$6.38K	1.28%	21
2021 Q2	$4.71M	Sell	103,476 -577	-0.6%	-$25.8K	1.37%	21
2021 Q1	$4.55M	Buy	104,053 +228	+0.2%	+$10.2K	1.26%	22
2020 Q4	$4.38M	Sell	103,825 -3,841	-4%	-$152K	1.31%	23
2020 Q3	$3.94M	Sell	107,666 -993	-0.9%	-$36.2K	1.31%	23
2020 Q2	$3.63M	Sell	108,659 -7,053	-6%	-$221K	1.28%	22
2020 Q1	$3.29M	Buy	115,712 +43,114	+59%	+$1.48M	1.37%	21
2019 Q4	$2.73M	Buy	72,598 +3,100	+4%	+$112K	1.06%	25
2019 Q3	$2.38M	Buy	69,498 +1,903	+3%	+$66K	0.98%	25
2019 Q2	$2.42M	Buy	67,595 +10,283	+18%	+$364K	1%	28
2019 Q1	$2.05M	Sell	57,312 -1,973	-3%	-$68.7K	0.87%	29
2018 Q4	$1.92M	Buy	+59,285	New	+$1.95M	0.92%	28

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

WESCAP Management Group's SPEM Position: Q1 2026 in Review

WESCAP Management Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.5% in Q1 2026, selling an estimated $27.7K and leaving 36,433 shares worth $1.71M. The position accounts for 0.34% of the portfolio, ranked #53.

WESCAP Management Group first reported a position in SPEM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.71M in Q2 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

WESCAP Management Group held 36,433 shares of State Street SPDR Portfolio Emerging Markets ETF worth $1.71M as of Q1 2026.
WESCAP Management Group sold 568 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $27.7K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.34% of WESCAP Management Group's portfolio in Q1 2026, its #53 holding.
WESCAP Management Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 30 quarters since.
WESCAP Management Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.71M in Q2 2021.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.