J.M. Forbes & Co
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J.M. Forbes & Co’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

J.M. Forbes & Co’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 		$15.1M Buy
291,828
+2,004
+0.7% +$104K 1.14% 29
2026
Q2 		$15M Sell
289,824
-2,049
-0.7% -$105K 1.18% 27
2026
Q1 		$13.7M Buy
291,873
+4,760
+2% +$232K 1.16% 26
2025
Q4 		$13.4M Buy
287,113
+4,975
+2% +$234K 1.09% 26
2025
Q3 		$13.2M Buy
282,138
+3,492
+1% +$155K 1.1% 29
2025
Q2 		$11.9M Buy
278,646
+264
+0.1% +$10.7K 1.09% 34
2025
Q1 		$11M Buy
278,382
+13,229
+5% +$519K 1.06% 32
2024
Q4 		$10.2M Buy
265,153
+1,728
+0.7% +$69.5K 0.98% 35
2024
Q3 		$10.9M Sell
263,425
-3,261
-1% -$125K 1.06% 35
2024
Q2 		$10M Buy
266,686
+4,703
+2% +$175K 1.03% 34
2024
Q1 		$9.48M Sell
261,983
-9,102
-3% -$320K 1.03% 36
2023
Q4 		$9.6M Buy
271,085
+3,607
+1% +$123K 1.12% 33
2023
Q3 		$8.98M Buy
267,478
+1,659
+0.6% +$57.3K 1.17% 33
2023
Q2 		$9.14M Sell
265,819
-127,438
-32% -$4.36M 1.14% 33
2023
Q1 		$13.4M Buy
393,257
+8,018
+2% +$276K 1.84% 23
2022
Q4 		$12.7M Buy
+385,239
New +$12.5M 1.83% 22
2022
Q2 		– Sell
-389,876
Closed -$15.1M – 119
2022
Q1 		$15.1M Sell
389,876
-1,214
-0.3% -$48.9K 1.91% 21
2021
Q4 		$16.2M Sell
391,090
-117
-0% -$5K 1.86% 20
2021
Q3 		$16.6M Buy
391,207
+1,526
+0.4% +$66.2K 2.1% 16
2021
Q2 		$17.7M Buy
389,681
+987
+0.3% +$44.2K 2.24% 15
2021
Q1 		$17M Buy
388,694
+7,282
+2% +$325K 2.37% 18
2020
Q4 		$16.1M Buy
+381,412
New +$15.1M 2.36% 17
2020
Q1 		– Sell
-226,787
Closed -$8.52M – 106
2019
Q4 		$8.52M Buy
226,787
+22,864
+11% +$824K 1.39% 38
2019
Q3 		$6.99M Buy
203,923
+1,318
+0.7% +$45.7K 1.34% 36
2019
Q2 		$7.25M Buy
202,605
+21,084
+12% +$747K 1.4% 35
2019
Q1 		$6.49M Buy
181,521
+4,091
+2% +$142K 1.39% 36
2018
Q4 		$5.74M Buy
+177,430
New +$5.85M 1.36% 36

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return

J.M. Forbes & Co's SPEM Position: Q3 2026 in Review

J.M. Forbes & Co increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 0.69% in Q3 2026, buying an estimated $104K and bringing the position to 291,828 shares worth $15.1M. The position accounts for 1.14% of the portfolio, ranked #29.

J.M. Forbes & Co first reported a position in SPEM in Q4 2018 and has held it in 27 quarters since. The position peaked at $17.7M in Q2 2021. 736 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • J.M. Forbes & Co held 291,828 shares of State Street SPDR Portfolio Emerging Markets ETF worth $15.1M as of Q3 2026.
  • J.M. Forbes & Co bought 2,004 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $104K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.14% of J.M. Forbes & Co's portfolio in Q3 2026, its #29 holding.
  • J.M. Forbes & Co first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2018 and has held it in 27 quarters since.
  • J.M. Forbes & Co's State Street SPDR Portfolio Emerging Markets ETF position peaked at $17.7M in Q2 2021.
  • 736 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on J.M. Forbes & Co's 13F filing for Q3 2026, filed 16 Oct 2026.