Marathon Strategic Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Marathon Strategic 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 Q2	$13.1M	Buy	252,223 +2,801	+1%	+$143K	7.37%	4
2026 Q1	$11.7M	Buy	249,422 +8,625	+4%	+$420K	8.41%	3
2025 Q4	$11.3M	Sell	240,797 -3,105	-1%	-$146K	8.61%	3
2025 Q3	$11.4M	Buy	243,902 +2,494	+1%	+$111K	9.14%	3
2025 Q2	$10.3M	Buy	241,408 +7,906	+3%	+$319K	9.59%	4
2025 Q1	$9.19M	Buy	233,502 +5,149	+2%	+$202K	9.88%	2
2024 Q4	$8.76M	Buy	228,353 +8,377	+4%	+$337K	9.48%	3
2024 Q3	$9.08M	Buy	219,976 +17,132	+8%	+$657K	9.6%	3
2024 Q2	$7.64M	Buy	202,844 +1,235	+0.6%	+$46K	8.93%	3
2024 Q1	$7.3M	Buy	201,609 +7,878	+4%	+$277K	8.88%	5
2023 Q4	$6.86M	Buy	+193,731	New	+$6.59M	9.29%	3

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Marathon Strategic Advisors's SPEM Position: Q2 2026 in Review

Marathon Strategic Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.1% in Q2 2026, buying an estimated $143K and bringing the position to 252,223 shares worth $13.1M. The position accounts for 7.37% of the portfolio, ranked #4.

Marathon Strategic Advisors first reported a position in SPEM in Q4 2023 and has held it in 11 quarters since. 344 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Marathon Strategic Advisors held 252,223 shares of State Street SPDR Portfolio Emerging Markets ETF worth $13.1M as of Q2 2026.
Marathon Strategic Advisors bought 2,801 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $143K.
State Street SPDR Portfolio Emerging Markets ETF made up 7.37% of Marathon Strategic Advisors's portfolio in Q2 2026, its #4 holding.
Marathon Strategic Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
344 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.