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 Q2	$804K	Hold	15,535	–	–	0.39%	38
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 $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

MB Generational Wealth's SPEM Position: Q2 2026 in Review

MB Generational Wealth held its State Street SPDR Portfolio Emerging Markets ETF (SPEM) position steady in Q2 2026 at 15,535 shares worth $804K. The position accounts for 0.39% of the portfolio, ranked #38.

MB Generational Wealth first reported a position in SPEM in Q4 2023 and has held it in 10 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

MB Generational Wealth held 15,535 shares of State Street SPDR Portfolio Emerging Markets ETF worth $804K as of Q2 2026.
MB Generational Wealth left its State Street SPDR Portfolio Emerging Markets ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up 0.39% of MB Generational Wealth's portfolio in Q2 2026, its #38 holding.
MB Generational Wealth first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2023 and has held it in 10 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.