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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
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
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPEM Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2025, closing a stake of 11,282 shares — an estimated $433K sold.

Forvis Mazars Wealth Advisors first reported a position in SPEM in Q3 2019 and held it in 22 quarters. The position peaked at $678K in Q2 2022. 835 funds tracked by Wall St. Rank hold SPEM as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 11,282 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2025, an estimated $433K.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2019 and held it in 22 quarters.
  • Forvis Mazars Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $678K in Q2 2022.
  • 835 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.