FMWA
Forvis Mazars Wealth Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,282
| Closed | -$433K | – | 421 |
|
|
2024
Q4 | $433K | Sell |
11,282
-1,566
| -12% | -$60.1K | 0.01% | 327 |
|
|
2024
Q3 | $530K | Sell |
12,848
-518
| -4% | -$21.4K | 0.01% | 311 |
|
|
2024
Q2 | $504K | Sell |
13,366
-149
| -1% | -$5.61K | 0.01% | 290 |
|
|
2024
Q1 | $489K | Sell |
13,515
-1,318
| -9% | -$47.7K | 0.01% | 296 |
|
|
2023
Q4 | $525K | Sell |
14,833
-1,261
| -8% | -$44.7K | 0.01% | 274 |
|
|
2023
Q3 | $540K | Sell |
16,094
-986
| -6% | -$33.1K | 0.02% | 261 |
|
|
2023
Q2 | $587K | Sell |
17,080
-371
| -2% | -$12.8K | 0.02% | 271 |
|
|
2023
Q1 | $596K | Sell |
17,451
-1,505
| -8% | -$51.4K | 0.02% | 247 |
|
|
2022
Q4 | $625K | Buy |
18,956
+97
| +0.5% | +$3.2K | 0.02% | 234 |
|
|
2022
Q3 | $586K | Sell |
18,859
-652
| -3% | -$20.3K | 0.02% | 242 |
|
|
2022
Q2 | $678K | Buy |
19,511
+13,587
| +229% | +$472K | 0.03% | 223 |
|
|
2022
Q1 | $229K | Hold |
5,924
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $246K | Sell |
5,924
-135
| -2% | -$5.61K | 0.01% | 258 |
|
|
2021
Q3 | $258K | Hold |
6,059
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $276K | Sell |
6,059
-740
| -11% | -$33.7K | 0.01% | 229 |
|
|
2021
Q1 | $298K | Hold |
6,799
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $287K | Hold |
6,799
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $249K | Hold |
6,799
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $227K | Sell |
6,799
-4,551
| -40% | -$152K | 0.01% | 288 |
|
|
2020
Q1 | $323K | Sell |
11,350
-670
| -6% | -$19.1K | 0.03% | 218 |
|
|
2019
Q4 | $452K | Hold |
12,020
| – | – | 0.03% | 202 |
|
|
2019
Q3 | $412K | Buy |
+12,020
| New | +$412K | 0.03% | 194 |
|