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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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mason & Associates (Virginia)'s SPEM Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.6% in Q2 2026, buying an estimated $104K and bringing the position to 127,423 shares worth $6.6M. The position accounts for 1.37% of the portfolio, ranked #10.

Mason & Associates (Virginia) first reported a position in SPEM in Q2 2024 and has held it in 9 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Mason & Associates (Virginia) held 127,423 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.6M as of Q2 2026.
  • Mason & Associates (Virginia) bought 2,035 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $104K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.37% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #10 holding.
  • Mason & Associates (Virginia) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.