MAV
SPEM icon

Mason & Associates (Virginia)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Mason & Associates (Virginia)’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 		$6.6M Buy
127,423
+2,035
+2% +$104K 1.37% 10
2026
Q1 		$5.88M Sell
125,388
-1,861
-1% -$90.7K 1.35% 10
2025
Q4 		$5.96M Sell
127,249
-2,993
-2% -$141K 1.35% 10
2025
Q3 		$5.57M Buy
130,242
+10
+0% +$445 1.4% 9
2025
Q2 		$5.57M Buy
130,232
+6,284
+5% +$254K 1.4% 9
2025
Q1 		$4.88M Buy
123,948
+13,822
+13% +$542K 1.41% 9
2024
Q4 		$4.23M Buy
110,126
+6,869
+7% +$276K 1.26% 8
2024
Q3 		$4.26M Sell
103,257
-852
-0.8% -$32.7K 1.3% 8
2024
Q2 		$3.92M Buy
+104,109
New +$3.88M 1.29% 8

Other funds holding SPEM

CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return