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 Q2	$565K	Buy	10,917 +97	+0.9%	+$4.96K	0.01%	1185
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 $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

Summit Trail Advisors's SPEM Position: Q2 2026 in Review

Summit Trail Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.9% in Q2 2026, buying an estimated $4.96K and bringing the position to 10,917 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #1185.

Summit Trail Advisors first reported a position in SPEM in Q2 2018 and has held it in 9 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Summit Trail Advisors held 10,917 shares of State Street SPDR Portfolio Emerging Markets ETF worth $565K as of Q2 2026.
Summit Trail Advisors bought 97 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $4.96K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1185 holding.
Summit Trail Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2018 and has held it in 9 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.