MB Generational Wealth’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

MB Generational Wealth’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	$729K	Sell	15,535 -328	-2%	-$16K	0.4%	37
2025 Q4	$743K	Sell	15,863 -255	-2%	-$12K	0.39%	40
2025 Q3	$754K	Buy	+16,118	New	+$717K	0.48%	31
2025 Q1	$686K	Buy	17,415 +1,429	+9%	+$56K	0.51%	24
2024 Q4	$613K	Sell	15,986 -2,536	-14%	-$102K	0.45%	27
2024 Q3	$765K	Hold	18,522	–	–	0.55%	22
2024 Q2	$698K	Buy	18,522 +9,554	+107%	+$356K	0.54%	22
2024 Q1	$681K	Sell	8,968 -10,068	-53%	-$354K	0.53%	22
2023 Q4	$674K	Buy	+19,036	New	+$647K	0.63%	22

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

MB Generational Wealth's SPEM Position: Q1 2026 in Review

MB Generational Wealth reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.1% in Q1 2026, selling an estimated $16K and leaving 15,535 shares worth $729K. The position accounts for 0.4% of the portfolio, ranked #37.

MB Generational Wealth first reported a position in SPEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $765K in Q3 2024. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

MB Generational Wealth held 15,535 shares of State Street SPDR Portfolio Emerging Markets ETF worth $729K as of Q1 2026.
MB Generational Wealth sold 328 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $16K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.4% of MB Generational Wealth's portfolio in Q1 2026, its #37 holding.
MB Generational Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's State Street SPDR Portfolio Emerging Markets ETF position peaked at $765K in Q3 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.