True North Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

True North 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	$279K	Buy	5,388 +113	+2%	+$5.78K	0.03%	238
2026 Q1	$247K	Sell	5,275 -837	-14%	-$40.8K	0.03%	222
2025 Q4	$286K	Sell	6,112 -535	-8%	-$25.2K	0.04%	217
2025 Q3	$311K	Buy	6,647 +776	+13%	+$34.5K	0.05%	168
2025 Q2	$251K	Sell	5,871 -2,697	-31%	-$109K	0.05%	201
2025 Q1	$337K	Sell	8,568 -3,379	-28%	-$133K	0.06%	173
2024 Q4	$458K	Buy	+11,947	New	+$480K	0.11%	104
2022 Q3	–	Sell	-6,000	Closed	-$208K	–	200
2022 Q2	$208K	Hold	6,000	–	–	0.06%	179
2022 Q1	$231K	Hold	6,000	–	–	0.06%	176
2021 Q4	$248K	Hold	6,000	–	–	0.04%	218
2021 Q3	$255K	Hold	6,000	–	–	0.05%	205
2021 Q2	$273K	Hold	6,000	–	–	0.06%	191
2021 Q1	$262K	Buy	+6,000	New	+$268K	0.06%	179

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

True North Advisors's SPEM Position: Q2 2026 in Review

True North Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.1% in Q2 2026, buying an estimated $5.78K and bringing the position to 5,388 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #238.

True North Advisors first reported a position in SPEM in Q1 2021 and has held it in 13 quarters since. The position peaked at $458K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

True North Advisors held 5,388 shares of State Street SPDR Portfolio Emerging Markets ETF worth $279K as of Q2 2026.
True North Advisors bought 113 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $5.78K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #238 holding.
True North Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 13 quarters since.
True North Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $458K in Q4 2024.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.