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

MGB 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
2025
Q4 		$12.8K Buy
+274
New +$12.9K ﹤0.01% 297
2025
Q1 		– Sell
-350
Closed -$13.4K – 309
2024
Q4 		$13.4K Hold
350
– – ﹤0.01% 266
2024
Q3 		$14.4K Hold
350
– – 0.01% 259
2024
Q2 		$13.7K Buy
+350
New +$13K 0.01% 257

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGB Wealth Management's SPEM Position: Q4 2025 in Review

MGB Wealth Management opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2025: 274 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: MGB Wealth Management previously reported a position in SPEM as recently as Q4 2024.

MGB Wealth Management first reported a position in SPEM in Q2 2024 and has held it in 4 quarters since. The position peaked at $14.4K in Q3 2024. 979 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

  • MGB Wealth Management held 274 shares of State Street SPDR Portfolio Emerging Markets ETF worth $12.8K as of Q4 2025.
  • State Street SPDR Portfolio Emerging Markets ETF was a new MGB Wealth Management position in Q4 2025.
  • State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #297 holding.
  • MGB Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 4 quarters since.
  • MGB Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $14.4K in Q3 2024.
  • 979 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.