Sage Mountain Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sage Mountain 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	$19.2K	Hold	370	–	–	﹤0.01%	284
2026 Q1	$17.4K	Hold	370	–	–	﹤0.01%	266
2025 Q4	$17.3K	Hold	370	–	–	﹤0.01%	546
2025 Q3	$17.3K	Hold	370	–	–	﹤0.01%	532
2025 Q2	$15.8K	Hold	370	–	–	﹤0.01%	475
2025 Q1	$14.6K	Hold	370	–	–	﹤0.01%	464
2024 Q4	$14.2K	Hold	370	–	–	﹤0.01%	453
2024 Q3	$15.3K	Sell	370 -3,890	-91%	-$149K	﹤0.01%	464
2024 Q2	$160K	Sell	4,260 -560	-12%	-$20.9K	0.01%	347
2024 Q1	$174K	Buy	4,820 +930	+24%	+$32.7K	0.02%	326
2023 Q4	$138K	Hold	3,890	–	–	0.02%	277
2023 Q3	$131K	Hold	3,890	–	–	0.02%	277
2023 Q2	$134K	Hold	3,890	–	–	0.02%	266
2023 Q1	$133K	Hold	3,890	–	–	0.02%	251
2022 Q4	$128K	Hold	3,890	–	–	0.03%	187
2022 Q3	$121K	Sell	3,890 -11	-0.3%	-$374	0.03%	227
2022 Q2	$136K	Hold	3,901	–	–	0.02%	476
2022 Q1	$151K	Hold	3,901	–	–	0.02%	497
2021 Q4	$162K	Sell	3,901 -5	-0.1%	-$214	0.02%	546
2021 Q3	$166K	Buy	3,906 +5	+0.1%	+$217	0.02%	452
2021 Q2	$177K	Sell	3,901 -48	-1%	-$2.15K	0.03%	403
2021 Q1	$173K	Buy	3,949 +59	+2%	+$2.64K	0.04%	319
2020 Q4	$164K	Buy	+3,890	New	+$154K	0.05%	192

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Sage Mountain Advisors's SPEM Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 370 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Sage Mountain Advisors first reported a position in SPEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $177K in Q2 2021. 1,034 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Sage Mountain Advisors held 370 shares of State Street SPDR Portfolio Emerging Markets ETF worth $19.2K as of Q2 2026.
Sage Mountain Advisors left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #284 holding.
Sage Mountain Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $177K in Q2 2021.
1,034 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.