Ownership history in MA Private Wealth · 24 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth reported a position in SPDR INDEX SHS FDS (SPEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 552,484 | +473,333 | +598.0% | 4.31% | $25.9M | $46.81 |
| 2025 Q3 | ADDED | 79,151 | +7,786 | +10.9% | 0.62% | $3.7M | $46.04 |
| 2025 Q2 | ADDED | 71,365 | +47,072 | +193.8% | 0.55% | $3.1M | $42.04 |
| 2025 Q1 | ADDED | 24,293 | +5,937 | +32.3% | 0.18% | $956K | $38.23 |
| 2024 Q4 | REDUCED | 18,356 | -1,634 | -8.2% | 0.13% | $704K | $37.26 |
| 2024 Q3 | REDUCED | 19,990 | -93,256 | -82.3% | 0.15% | $825K | $39.46 |
| 2024 Q2 | REDUCED | 113,246 | -2,461 | -2.1% | 0.84% | $4.3M | $36.01 |
| 2024 Q1 | REDUCED | 115,707 | -8,754 | -7.0% | 0.85% | $4.2M | $34.18 |
| 2023 Q4 | REDUCED | 124,461 | -254,084 | -67.1% | 0.94% | $4.4M | $33.45 |
| 2023 Q3 | ADDED | 378,545 | +13,548 | +3.7% | 3.00% | $12.7M | $31.22 |
As of 2025 Q4 — sorted by position size