Summit Trail Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Summit Trail 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 Q1	$508K	Buy	10,820 +254	+2%	+$12.4K	0.01%	1161
2025 Q4	$495K	Hold	10,566	–	–	0.01%	1076
2025 Q3	$495K	Hold	10,566	–	–	0.01%	1084
2025 Q2	$452K	Hold	10,566	–	–	0.01%	766
2025 Q1	$416K	Hold	10,566	–	–	0.01%	272
2024 Q4	$405K	Hold	10,566	–	–	0.02%	249
2024 Q3	$436K	Buy	+10,566	New	+$405K	0.01%	431
2018 Q3	–	Sell	-1,939	Closed	-$69K	–	424
2018 Q2	$69K	Buy	+1,939	New	+$73K	0.02%	268

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

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

Summit Trail Advisors's SPEM Position: Q1 2026 in Review

Summit Trail Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.4% in Q1 2026, buying an estimated $12.4K and bringing the position to 10,820 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #1161.

Summit Trail Advisors first reported a position in SPEM in Q2 2018 and has held it in 8 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Summit Trail Advisors held 10,820 shares of State Street SPDR Portfolio Emerging Markets ETF worth $508K as of Q1 2026.
Summit Trail Advisors bought 254 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $12.4K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1161 holding.
Summit Trail Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 8 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.