Ownership history in Mascoma Wealth Management LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in SPDR PORTFOLIO EMERGING MARKETS ETF (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 | 123,020 | +3,098 | +2.6% | 1.23% | $5.8M | $46.81 |
| 2025 Q3 | ADDED | 119,922 | +5,233 | +4.6% | 1.24% | $5.6M | $46.04 |
| 2025 Q2 | ADDED | 114,689 | +3,523 | +3.2% | 1.14% | $4.9M | $42.04 |
| 2025 Q1 | ADDED | 111,166 | +7,214 | +6.9% | 1.09% | $4.4M | $38.23 |
| 2024 Q4 | REDUCED | 103,952 | -1,603 | -1.5% | 1.00% | $4.0M | $37.26 |
| 2024 Q3 | ADDED | 105,555 | +1,942 | +1.9% | 1.08% | $4.4M | $39.46 |
| 2024 Q2 | ADDED | 103,613 | +1,643 | +1.6% | 1.04% | $3.9M | $36.01 |
| 2024 Q1 | ADDED | 101,970 | +4,052 | +4.1% | 1.05% | $3.7M | $34.18 |
| 2023 Q4 | REDUCED | 97,918 | -3,914 | -3.8% | 1.04% | $3.5M | $33.45 |
| 2023 Q3 | ADDED | 101,832 | +4,911 | +5.1% | 1.07% | $3.4M | $31.22 |
As of 2025 Q4 — sorted by position size