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Sax Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sax Wealth 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 		$266K Sell
5,661
-578
-9% -$29.6K 0.01% 469
2026
Q1 		$292K Hold
6,239
– – 0.01% 397
2025
Q4 		$292K Sell
6,239
-349
-5% -$16.4K 0.01% 404
2025
Q3 		$308K Buy
6,588
+32
+0.5% +$1.42K 0.02% 344
2025
Q2 		$280K Sell
6,556
-844
-11% -$34.1K 0.02% 354
2025
Q1 		$291K Buy
+7,400
New +$290K 0.02% 299

Other funds holding SPEM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sax Wealth Advisors's SPEM Position: Q2 2026 in Review

Sax Wealth Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 9.3% in Q2 2026, selling an estimated $29.6K and leaving 5,661 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #469.

Sax Wealth Advisors first reported a position in SPEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $308K in Q3 2025. 262 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Sax Wealth Advisors held 5,661 shares of State Street SPDR Portfolio Emerging Markets ETF worth $266K as of Q2 2026.
  • Sax Wealth Advisors sold 578 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $29.6K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #469 holding.
  • Sax Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2025 and has held it in 6 quarters since.
  • Sax Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $308K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.