Mascoma Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Mascoma Wealth Management’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	$6.7M	Buy	129,469 +2,969	+2%	+$152K	1.24%	20
2026 Q1	$5.93M	Buy	126,500 +3,480	+3%	+$170K	1.23%	20
2025 Q4	$5.76M	Buy	123,020 +3,098	+3%	+$146K	1.23%	20
2025 Q3	$5.61M	Buy	119,922 +5,233	+5%	+$233K	1.24%	20
2025 Q2	$4.9M	Buy	114,689 +3,523	+3%	+$142K	1.14%	19
2025 Q1	$4.38M	Buy	111,166 +7,214	+7%	+$283K	1.09%	20
2024 Q4	$3.99M	Sell	103,952 -1,603	-2%	-$64.5K	1%	18
2024 Q3	$4.36M	Buy	105,555 +1,942	+2%	+$74.5K	1.08%	18
2024 Q2	$3.9M	Buy	103,613 +1,643	+2%	+$61.2K	1.04%	18
2024 Q1	$3.69M	Buy	101,970 +4,052	+4%	+$143K	1.05%	17
2023 Q4	$3.47M	Sell	97,918 -3,914	-4%	-$133K	1.04%	17
2023 Q3	$3.42M	Buy	101,832 +4,911	+5%	+$170K	1.07%	17
2023 Q2	$3.38M	Buy	96,921 +2,976	+3%	+$102K	1.04%	19
2023 Q1	$3.21M	Buy	93,945 +17,080	+22%	+$587K	0.94%	22
2022 Q4	$2.53M	Sell	76,865 -15,760	-17%	-$511K	0.8%	24
2022 Q3	$2.88M	Sell	92,625 -2,101	-2%	-$71.5K	1%	22
2022 Q2	$3.29M	Sell	94,726 -34,712	-27%	-$1.25M	1.13%	20
2022 Q1	$5M	Sell	129,438 -8,519	-6%	-$343K	1.59%	12
2021 Q4	$5.72M	Sell	137,957 -4,366	-3%	-$187K	1.98%	11
2021 Q3	$6.05M	Sell	142,323 -8,895	-6%	-$386K	2.35%	9
2021 Q2	$6.88M	Buy	151,218 +5,695	+4%	+$255K	2.94%	8
2021 Q1	$6.37M	Buy	145,523 +35,170	+32%	+$1.57M	2.74%	8
2020 Q4	$4.65M	Buy	+110,353	New	+$4.38M	2.33%	13

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

Mascoma Wealth Management's SPEM Position: Q2 2026 in Review

Mascoma Wealth Management increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.3% in Q2 2026, buying an estimated $152K and bringing the position to 129,469 shares worth $6.7M. The position accounts for 1.24% of the portfolio, ranked #20.

Mascoma Wealth Management first reported a position in SPEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.88M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Mascoma Wealth Management held 129,469 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.7M as of Q2 2026.
Mascoma Wealth Management bought 2,969 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $152K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.24% of Mascoma Wealth Management's portfolio in Q2 2026, its #20 holding.
Mascoma Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Mascoma Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $6.88M in Q2 2021.
1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.