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 Q3	$340K	Buy	6,568 +2,000	+44%	+$104K	0.01%	351
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 $179B AUM 16.96% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPEM Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 44% in Q3 2026, buying an estimated $104K and bringing the position to 6,568 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #351.

Forvis Mazars Wealth Advisors first reported a position in SPEM in Q3 2019 and has held it in 24 quarters since. The position peaked at $678K in Q2 2022. 557 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

Forvis Mazars Wealth Advisors held 6,568 shares of State Street SPDR Portfolio Emerging Markets ETF worth $340K as of Q3 2026.
Forvis Mazars Wealth Advisors bought 2,000 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $104K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #351 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 24 quarters since.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $678K in Q2 2022.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.