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Summitry LLC’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Summitry LLC’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 		– Sell
-12,671
Closed -$594K – 374
2026
Q1 		$594K Hold
12,671
– – 0.02% 123
2025
Q4 		$593K Buy
+12,671
New +$596K 0.02% 103

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Summitry LLC's SPEM Position: Q2 2026 in Review

Summitry LLC sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026, closing a stake of 12,671 shares — an estimated $594K sold.

Summitry LLC first reported a position in SPEM in Q4 2025 and held it in 2 quarters. The position peaked at $594K in Q1 2026. 1,038 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Summitry LLC reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Summitry LLC sold 12,671 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $594K.
  • Summitry LLC first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2025 and held it in 2 quarters.
  • Summitry LLC's State Street SPDR Portfolio Emerging Markets ETF position peaked at $594K in Q1 2026.
  • 1,038 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.