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 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	$2.45K	Sell	53,784 -5,229	-9%	-$234K	1.14%	15
2021 Q1	$2.58K	Buy	+59,013	New	+$2.64M	1.42%	10

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MBA Advisors's SPEM Position: Q2 2026 in Review

MBA Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.7% in Q2 2026, selling an estimated $16.3K and leaving 18,165 shares worth $941K. The position accounts for 0.32% of the portfolio, ranked #66.

MBA Advisors first reported a position in SPEM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.7M in Q2 2023. 508 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

MBA Advisors held 18,165 shares of State Street SPDR Portfolio Emerging Markets ETF worth $941K as of Q2 2026.
MBA Advisors sold 318 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $16.3K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.32% of MBA Advisors's portfolio in Q2 2026, its #66 holding.
MBA Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 22 quarters since.
MBA Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $3.7M in Q2 2023.
508 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.