Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Forvis Mazars Wealth 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	$237K	Buy	+4,568	New	+$234K	﹤0.01%	410
2025 Q1	–	Sell	-11,282	Closed	-$433K	–	422
2024 Q4	$433K	Sell	11,282 -1,566	-12%	-$63K	0.01%	327
2024 Q3	$530K	Sell	12,848 -518	-4%	-$19.9K	0.01%	311
2024 Q2	$504K	Sell	13,366 -149	-1%	-$5.55K	0.01%	290
2024 Q1	$489K	Sell	13,515 -1,318	-9%	-$46.4K	0.01%	296
2023 Q4	$525K	Sell	14,833 -1,261	-8%	-$42.9K	0.01%	274
2023 Q3	$540K	Sell	16,094 -986	-6%	-$34.1K	0.02%	261
2023 Q2	$587K	Sell	17,080 -371	-2%	-$12.7K	0.02%	271
2023 Q1	$596K	Sell	17,451 -1,505	-8%	-$51.8K	0.02%	247
2022 Q4	$625K	Buy	18,956 +97	+0.5%	+$3.14K	0.02%	234
2022 Q3	$586K	Sell	18,859 -652	-3%	-$22.2K	0.02%	242
2022 Q2	$678K	Buy	19,511 +13,587	+229%	+$491K	0.03%	223
2022 Q1	$229K	Hold	5,924	–	–	0.01%	276
2021 Q4	$246K	Sell	5,924 -135	-2%	-$5.77K	0.01%	258
2021 Q3	$258K	Hold	6,059	–	–	0.01%	239
2021 Q2	$276K	Sell	6,059 -740	-11%	-$33.1K	0.01%	229
2021 Q1	$298K	Hold	6,799	–	–	0.01%	225
2020 Q4	$287K	Hold	6,799	–	–	0.01%	297
2020 Q3	$249K	Hold	6,799	–	–	0.01%	277
2020 Q2	$227K	Sell	6,799 -4,551	-40%	-$142K	0.01%	288
2020 Q1	$323K	Sell	11,350 -670	-6%	-$23K	0.03%	218
2019 Q4	$452K	Hold	12,020	–	–	0.03%	202
2019 Q3	$412K	Buy	+12,020	New	+$417K	0.03%	194

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPEM Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2026: 4,568 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in SPEM as recently as Q4 2024.

Forvis Mazars Wealth Advisors first reported a position in SPEM in Q3 2019 and has held it in 23 quarters since. The position peaked at $678K in Q2 2022. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,568 shares of State Street SPDR Portfolio Emerging Markets ETF worth $237K as of Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio Emerging Markets ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #410 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and has held it in 23 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $678K in Q2 2022.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.