MBE Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

MBE Wealth Management’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
2021 Q3	–	Sell	-4,702	Closed	-$214K	–	63
2021 Q2	$214K	Sell	4,702 -14,006	-75%	-$627K	0.11%	52
2021 Q1	$819K	Sell	18,708 -3,237	-15%	-$145K	0.44%	25
2020 Q4	$925K	Buy	21,945 +170	+0.8%	+$6.75K	0.63%	24
2020 Q3	$728K	Buy	21,775 +17	+0.1%	+$620	0.61%	23
2020 Q2	$728K	Buy	21,758 +8,251	+61%	+$258K	0.61%	23
2020 Q1	$384K	Buy	13,507 +1,943	+17%	+$66.8K	0.37%	21
2019 Q4	$434K	Buy	+11,564	New	+$417K	0.43%	20

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBE Wealth Management's SPEM Position: Q3 2021 in Review

MBE Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2021, closing a stake of 4,702 shares — an estimated $214K sold.

MBE Wealth Management first reported a position in SPEM in Q4 2019 and held it in 7 quarters. The position peaked at $925K in Q4 2020. 515 funds tracked by Wall St. Rank hold SPEM as of Q3 2021.

MBE Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
MBE Wealth Management sold 4,702 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2021, an estimated $214K.
MBE Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2019 and held it in 7 quarters.
MBE Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $925K in Q4 2020.
515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2021.

Based on MBE Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.