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XCNY

Montag & Associates’s State Street SPDR S&P Emerging Markets ex-China ETF XCNY Stock Holding History

Montag & Associates’s Portfolio XCNY Stock Details XCNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Buy
82,915
+6,522
+9% +$210K 0.12% 146
2026
Q1 		$2.2M Buy
+76,393
New +$2.26M 0.1% 164

Other funds holding XCNY

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
RWRC
R.W. Roge & Company Bohemia, New York $239M AUM 23.2% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
KFAS
Keating Financial Advisory Services Manhattan, Kansas $760M AUM

Montag & Associates's XCNY Position: Q2 2026 in Review

Montag & Associates increased its State Street SPDR S&P Emerging Markets ex-China ETF (XCNY) stake by 8.5% in Q2 2026, buying an estimated $210K and bringing the position to 82,915 shares worth $2.8M. The position accounts for 0.12% of the portfolio, ranked #146.

Montag & Associates first reported a position in XCNY in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold XCNY as of Q2 2026.

  • Montag & Associates held 82,915 shares of State Street SPDR S&P Emerging Markets ex-China ETF worth $2.8M as of Q2 2026.
  • Montag & Associates bought 6,522 State Street SPDR S&P Emerging Markets ex-China ETF shares in Q2 2026, an estimated $210K.
  • State Street SPDR S&P Emerging Markets ex-China ETF made up 0.12% of Montag & Associates's portfolio in Q2 2026, its #146 holding.
  • Montag & Associates first reported a position in State Street SPDR S&P Emerging Markets ex-China ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets ex-China ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.