SAM
EMTL

Synergy Asset Management’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Synergy Asset Management’s Portfolio EMTL Stock Details EMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-73,402
Closed -$3.16M – 198
2025
Q1 		$3.16M Buy
+73,402
New +$3.13M 0.4% 51

Other funds holding EMTL

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Synergy Asset Management's EMTL Position: Q2 2025 in Review

Synergy Asset Management sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q2 2025, closing a stake of 73,402 shares — an estimated $3.16M sold.

Synergy Asset Management first reported a position in EMTL in Q1 2025 and held it in 1 quarter. The position peaked at $3.16M in Q1 2025. 41 funds tracked by Wall St. Rank hold EMTL as of Q2 2025.

  • Synergy Asset Management reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Asset Management sold 73,402 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q2 2025, an estimated $3.16M.
  • Synergy Asset Management first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Synergy Asset Management's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $3.16M in Q1 2025.
  • 41 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.