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Belpointe Asset Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Belpointe Asset 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 		$4.8M Sell
92,622
-7,000
-7% -$358K 0.16% 118
2026
Q1 		$4.67M Buy
99,622
+12,616
+15% +$615K 0.17% 104
2025
Q4 		$4.07M Buy
87,006
+34,989
+67% +$1.65M 0.15% 110
2025
Q3 		$2.43M Buy
52,017
+5,474
+12% +$243K 0.09% 186
2025
Q2 		$1.99M Sell
46,543
-3,463
-7% -$140K 0.08% 207
2025
Q1 		$1.97M Buy
50,006
+29,305
+142% +$1.15M 0.1% 182
2024
Q4 		$799K Buy
20,701
+587
+3% +$23.6K 0.05% 381
2024
Q3 		$830K Sell
20,114
-257
-1% -$9.86K 0.05% 355
2024
Q2 		$767K Buy
+20,371
New +$759K 0.05% 341
2023
Q2 		– Sell
-5,870
Closed -$200K – 2971
2023
Q1 		$200K Buy
5,870
+2,136
+57% +$73.5K 0.01% 933
2022
Q4 		$123K Sell
3,734
-2,680
-42% -$86.8K 0.01% 1129
2022
Q3 		$199K Sell
6,414
-4,643
-42% -$158K 0.01% 839
2022
Q2 		$384K Buy
11,057
+3,287
+42% +$119K 0.03% 593
2022
Q1 		$301K Sell
7,770
-182,511
-96% -$7.35M 0.02% 722
2021
Q4 		$7.89M Sell
190,281
-45,374
-19% -$1.94M 0.49% 29
2021
Q3 		$10M Buy
235,655
+38,313
+19% +$1.66M 0.68% 16
2021
Q2 		$8.98M Buy
197,342
+14,910
+8% +$667K 0.65% 22
2021
Q1 		$7.99M Sell
182,432
-590
-0.3% -$26.4K 0.68% 21
2020
Q4 		$7.72M Buy
183,022
+6,553
+4% +$260K 0.69% 18
2020
Q3 		$6.45M Buy
176,469
+12,766
+8% +$466K 0.72% 23
2020
Q2 		$5.48M Buy
163,703
+15,293
+10% +$478K 0.71% 24
2020
Q1 		$4.22M Sell
148,410
-3,574
-2% -$123K 0.74% 23
2019
Q4 		$5.71M Buy
151,984
+43,764
+40% +$1.58M 0.73% 20
2019
Q3 		$3.71M Buy
+108,220
New +$3.76M 0.6% 29

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Belpointe Asset Management's SPEM Position: Q2 2026 in Review

Belpointe Asset Management reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 7% in Q2 2026, selling an estimated $358K and leaving 92,622 shares worth $4.8M. The position accounts for 0.16% of the portfolio, ranked #118.

Belpointe Asset Management first reported a position in SPEM in Q3 2019 and has held it in 24 quarters since. The position peaked at $10M in Q3 2021. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Belpointe Asset Management held 92,622 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.8M as of Q2 2026.
  • Belpointe Asset Management sold 7,000 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $358K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.16% of Belpointe Asset Management's portfolio in Q2 2026, its #118 holding.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and has held it in 24 quarters since.
  • Belpointe Asset Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $10M in Q3 2021.
  • 508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.