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SMA
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$147B AUM
18.73%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.7B AUM
15.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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