Raleigh Capital Management Inc. SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF

Ownership history in Raleigh Capital Management Inc.  ·  18 quarters on record

AI Ownership Summary

Raleigh Capital Management Inc. reported SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF (SPEM) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.54% in 2025 Q1. The latest visible filing shows SPEM at 2.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Raleigh Capital Management Inc.'s position in SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPEM was reported at 2.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Raleigh Capital Management Inc. held SPEM — position size vs. price
% of Fund (quarterly)    SPEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 133,385 +16,671 +14.3% 2.16% $6.3M 2026-04-28 $50.66
2025 Q4 ADDED 116,714 +4,230 +3.8% 1.98% $5.5M 2026-01-21 $48.82
2025 Q3 ADDED 112,484 +24,144 +27.3% 2.00% $5.3M 2025-11-04 $46.26
2025 Q2 REDUCED 38.0% +9.1% 88,340 -54,060 -38.0% 1.58% $3.8M 2025-07-17 $42.85
2025 Q1 ADDED 142,400 +9,281 +7.0% 2.54% $5.6M 2025-04-29 $38.20
2024 Q4 REDUCED 5.2% +2.6% 133,119 -7,230 -5.2% 1.97% $5.1M 2025-01-17 $37.15
2024 Q3 ADDED 140,349 +27,009 +23.8% 2.23% $5.8M 2024-10-21 $39.23
2024 Q2 ADDED 113,340 +19,577 +20.9% 1.82% $4.3M 2024-07-31 $36.45
2024 Q1 ADDED 93,763 +4,644 +5.2% 1.46% $3.4M 2024-05-13 $35.72
2023 Q4 ADDED 89,119 +10,976 +14.0% 1.47% $3.2M 2024-02-21 $33.49
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Raleigh Capital Management Inc. and SPEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Raleigh Capital Management Inc. reported owning SPEM?

Raleigh Capital Management Inc. reported SPEM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPEM position in Raleigh Capital Management Inc.'s portfolio?

The largest reported portfolio weight for SPEM was 2.54% in 2025 Q1.

What is the latest reported SPEM position on this page?

The most recent filing on this page is 2026 Q1, when Raleigh Capital Management Inc. reported 133,385 shares, equal to 2.16% of portfolio, with an estimated market value of $6.3M.

What does the chart on this SPEM ownership page compare?

The chart compares Raleigh Capital Management Inc.'s quarterly SPEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Raleigh Capital Management Inc. time their SPEM position?

Based on 13F filing dates vs. subsequent SPEM price moves, Raleigh Capital Management Inc. correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on SPEM relative to SPY over the holding period was -5.4%.

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