MA
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
Q1 		$2.2M Buy
+76,393
New +$2.26M 0.1% 164

Other funds holding XCNY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWRC
R.W. Roge & Company Bohemia, New York $210M AUM 18.75% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
KFAS
Keating Financial Advisory Services Manhattan, Kansas $619M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Montag & Associates's XCNY Position: Q1 2026 in Review

Montag & Associates opened a new position in State Street SPDR S&P Emerging Markets ex-China ETF (XCNY) in Q1 2026: 76,393 shares worth $2.2M. The stake represents 0.1% of the portfolio and ranks #164 among its holdings.

8 funds tracked by Wall St. Rank hold XCNY as of Q1 2026.

  • Montag & Associates held 76,393 shares of State Street SPDR S&P Emerging Markets ex-China ETF worth $2.2M as of Q1 2026.
  • State Street SPDR S&P Emerging Markets ex-China ETF was a new Montag & Associates position in Q1 2026.
  • State Street SPDR S&P Emerging Markets ex-China ETF made up 0.1% of Montag & Associates's portfolio in Q1 2026, its #164 holding.
  • 8 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets ex-China ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.