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 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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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. 266 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.
266 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.