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

MBA 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 Q3	$933K	Sell	18,026 -139	-0.8%	-$7.21K	0.3%	62
2026 Q2	$941K	Sell	18,165 -318	-2%	-$16.3K	0.32%	66
2026 Q1	$867K	Sell	18,483 -165	-0.9%	-$8.04K	0.33%	63
2025 Q4	$873K	Sell	18,648 -23,960	-56%	-$1.13M	0.35%	60
2025 Q3	$1.99M	Sell	42,608 -476	-1%	-$21.2K	0.85%	27
2025 Q2	$1.84M	Sell	43,084 -4,646	-10%	-$187K	0.85%	28
2025 Q1	$1.88M	Sell	47,730 -5,502	-10%	-$216K	0.93%	28
2024 Q4	$2.04M	Sell	53,232 -2,218	-4%	-$89.2K	1.02%	27
2024 Q3	$2.29M	Sell	55,450 -16,607	-23%	-$637K	1.1%	27
2024 Q2	$2.71M	Sell	72,057 -6,138	-8%	-$229K	1.39%	22
2024 Q1	$2.83M	Sell	78,195 -1,875	-2%	-$66K	1.46%	20
2023 Q4	$2.84M	Sell	80,070 -15,582	-16%	-$530K	1.58%	19
2023 Q3	$3.21M	Sell	95,652 -12,090	-11%	-$418K	1.97%	16
2023 Q2	$3.7M	Buy	107,742 +13,039	+14%	+$446K	2.21%	14
2023 Q1	$3.23M	Buy	94,703 +9,854	+12%	+$339K	2.01%	15
2022 Q4	$2.8M	Buy	84,849 +6,174	+8%	+$200K	1.83%	16
2022 Q3	$2.44M	Buy	78,675 +5,051	+7%	+$172K	1.77%	17
2022 Q2	$2.56M	Buy	73,624 +4,451	+6%	+$161K	1.76%	17
2022 Q1	$2.67M	Buy	69,173 +10,333	+18%	+$416K	1.66%	17
2021 Q4	$2.44M	Buy	58,840 +2,214	+4%	+$94.7K	1.51%	16
2021 Q3	$2.41M	Buy	56,626 +2,842	+5%	+$123K	1.78%	14
2021 Q2	$2.45M	Sell	53,784 -5,229	-9%	-$234K	1.14%	15
2021 Q1	$2.58M	Buy	+59,013	New	+$2.64M	1.42%	10

Other funds holding SPEM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

MBA Advisors's SPEM Position: Q3 2026 in Review

MBA Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.77% in Q3 2026, selling an estimated $7.21K and leaving 18,026 shares worth $933K. The position accounts for 0.3% of the portfolio, ranked #62.

MBA Advisors first reported a position in SPEM in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.7M in Q2 2023. 806 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

MBA Advisors held 18,026 shares of State Street SPDR Portfolio Emerging Markets ETF worth $933K as of Q3 2026.
MBA Advisors sold 139 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $7.21K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.3% of MBA Advisors's portfolio in Q3 2026, its #62 holding.
MBA Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 23 quarters since.
MBA Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.7M in Q2 2023.
806 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.