SPEM — SPDR PORTFOLIO EMERGING MARKETS ETF

Ownership history in JDM Financial Group LLC  ·  13 quarters on record

AI Ownership Summary

JDM Financial Group LLC reported SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.21% in 2025 Q4. The latest visible filing shows SPEM at 4.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JDM Financial Group LLC's position in SPDR PORTFOLIO EMERGING MARKETS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPEM was reported at 4.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPEM stock page JDM Financial Group LLC fund profile JDM Financial Group LLC full holdings
How JDM Financial Group LLC held SPEM — position size vs. price
% of Fund (quarterly)    SPEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 292,134 +83,186 +39.8% 4.21% $10.8M 2026-02-14 (Est.) $50.26
2025 Q3 ADDED 208,948 +8,185 +4.1% 4.06% $9.7M 2025-10-21 $46.44
2025 Q2 ADDED 200,763 +10,265 +5.4% 4.05% $8.6M 2025-08-04 $42.49
2025 Q1 ADDED 190,498 +7,330 +4.0% 3.81% $7.5M 2025-05-15 $40.50
2024 Q4 ADDED 183,168 +26,171 +16.7% 3.65% $7.0M 2025-02-18 $39.01
2024 Q3 ADDED 156,997 +26,115 +20.0% 3.52% $6.5M 2024-11-18 $37.60
2024 Q2 ADDED 130,882 +6,004 +4.8% 3.33% $4.9M 2024-08-14 $36.06
2024 Q1 ADDED 124,878 +11,084 +9.7% 3.29% $4.5M 2024-05-09 $35.40
2023 Q4 ADDED 113,794 +3,452 +3.1% 3.34% $4.0M 2024-02-05 $32.21
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPEM

As of 2026 Q1 — sorted by position size

Marathon Strategic Advisors, LLC 8.41% McNamara Financial Services, Inc. 3Y 7Y 7.68% Uptown Financial Advisors LLC 5.82% Tradewinds Capital Management, LLC 3Y 7Y 5.2% Heritage Family Offices, LLP 4.74% LPWM LLC 3Y 4.5% Melone Private Wealth, LLC 3Y 3.62% LOCKERMAN FINANCIAL GROUP, INC. 3Y 3.22% Xena Financial Planning, LLC 3.21% LEGACY SOLUTIONS, LLC 2.87%

FAQ About JDM Financial Group LLC and SPEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has JDM Financial Group LLC reported owning SPEM?

JDM Financial Group LLC reported SPEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPEM position in JDM Financial Group LLC's portfolio?

The largest reported portfolio weight for SPEM was 4.21% in 2025 Q4.

What is the latest reported SPEM position on this page?

The most recent filing on this page is 2025 Q4, when JDM Financial Group LLC reported 292,134 shares, equal to 4.21% of portfolio, with an estimated market value of $10.8M.

What does the chart on this SPEM ownership page compare?

The chart compares JDM Financial Group LLC's quarterly SPEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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