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MBM Wealth Consultants’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

MBM Wealth Consultants’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
2023
Q4 		– Sell
-6,030
Closed -$201K – 119
2023
Q3 		$201K Buy
+6,030
New +$208K 0.09% 101
2023
Q2 		– Sell
-4,161
Closed -$182K – 245
2023
Q1 		$182K Hold
4,161
– – 0.07% 105
2022
Q4 		$139K Buy
4,161
+355
+9% +$11.5K 0.06% 115
2022
Q3 		$120K Sell
3,806
-1,626
-30% -$55.3K 0.06% 100
2022
Q2 		$189K Buy
5,432
+167
+3% +$6.03K 0.09% 84
2022
Q1 		$203K Sell
5,265
-252
-5% -$10.2K 0.08% 97
2021
Q4 		$229K Buy
5,517
+473
+9% +$20.2K 0.1% 93
2021
Q3 		$215K Buy
5,044
+389
+8% +$16.9K 0.1% 91
2021
Q2 		$211K Buy
4,655
+37
+0.8% +$1.66K 0.1% 95
2021
Q1 		$202K Sell
4,618
-122
-3% -$5.45K 0.1% 87
2020
Q4 		$200K Buy
4,740
+188
+4% +$7.46K 0.11% 84
2020
Q3 		$166K Sell
4,552
-16
-0.4% -$584 0.11% 79
2020
Q2 		$152K Buy
4,568
+474
+12% +$14.8K 0.11% 79
2020
Q1 		$116K Buy
4,094
+685
+20% +$23.6K 0.1% 82
2019
Q4 		$128K Buy
3,409
+277
+9% +$9.98K 0.09% 88
2019
Q3 		$107K Buy
3,132
+320
+11% +$11.1K 0.08% 97
2019
Q2 		$101K Buy
2,812
+438
+18% +$15.5K 0.08% 98
2019
Q1 		$85K Buy
2,374
+634
+36% +$22.1K 0.07% 102
2018
Q4 		$56K Buy
+1,740
New +$57.4K 0.05% 127

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MBM Wealth Consultants's SPEM Position: Q4 2023 in Review

MBM Wealth Consultants sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2023, closing a stake of 6,030 shares — an estimated $201K sold.

MBM Wealth Consultants first reported a position in SPEM in Q4 2018 and held it in 19 quarters. The position peaked at $229K in Q4 2021. 725 funds tracked by Wall St. Rank hold SPEM as of Q4 2023.

  • MBM Wealth Consultants reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 6,030 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2023, an estimated $201K.
  • MBM Wealth Consultants first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and held it in 19 quarters.
  • MBM Wealth Consultants's State Street SPDR Portfolio Emerging Markets ETF position peaked at $229K in Q4 2021.
  • 725 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2023.

Based on MBM Wealth Consultants's 13F filing for Q4 2023, filed 30 Jan 2024.