MB, Levis & Associates’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

MB, Levis & Associates’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
2025 Q2	–	Sell	-141	Closed	-$5.55K	–	280
2025 Q1	$5.55K	Hold	141	–	–	﹤0.01%	211
2024 Q4	$5.41K	Buy	141 +2	+1%	+$80	﹤0.01%	214
2024 Q3	$5.73K	Hold	139	–	–	﹤0.01%	216
2024 Q2	$5.23K	Buy	139 +2	+1%	+$74	﹤0.01%	218
2024 Q1	$4.96K	Hold	137	–	–	﹤0.01%	221
2023 Q4	$4.85K	Buy	137 +2	+1%	+$68	﹤0.01%	213
2023 Q3	$4.53K	Hold	135	–	–	﹤0.01%	219
2023 Q2	$4.64K	Hold	135	–	–	﹤0.01%	220
2023 Q1	$4.61K	Buy	+135	New	+$4.64K	﹤0.01%	223

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

MB, Levis & Associates's SPEM Position: Q2 2025 in Review

MB, Levis & Associates sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2025, closing a stake of 141 shares — an estimated $5.55K sold.

MB, Levis & Associates first reported a position in SPEM in Q1 2023 and held it in 9 quarters. The position peaked at $5.73K in Q3 2024. 869 funds tracked by Wall St. Rank hold SPEM as of Q2 2025.

MB, Levis & Associates reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
MB, Levis & Associates sold 141 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2025, an estimated $5.55K.
MB, Levis & Associates first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2023 and held it in 9 quarters.
MB, Levis & Associates's State Street SPDR Portfolio Emerging Markets ETF position peaked at $5.73K in Q3 2024.
869 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2025.

Based on MB, Levis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.