SPEM β€” SPDR PORTFOLIO EMERGING MARKETS ETF

Ownership history in Mascoma Wealth Management LLC  Β·  21 quarters on record

AI Ownership Summary

Mascoma Wealth Management LLC reported SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.24% in 2025 Q3. The latest visible filing shows SPEM at 1.23% 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 Mascoma Wealth Management 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 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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.

How Mascoma Wealth Management LLC held SPEM β€” position size vs. price
% of Fund (quarterly)    SPEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 123,020 +3,098 +2.6% 1.23% $5.8M 2026-02-14 (Est.) $50.26
2025 Q3 ADDED 119,922 +5,233 +4.6% 1.24% $5.6M 2025-10-28 $47.39
2025 Q2 ADDED 114,689 +3,523 +3.2% 1.14% $4.9M 2025-07-22 $43.06
2025 Q1 ADDED 111,166 +7,214 +6.9% 1.09% $4.4M 2025-04-24 $38.12
2024 Q4 REDUCED 103,952 -1,603 -1.5% 1.00% $4.0M 2025-02-10 $38.46
2024 Q3 ADDED 105,555 +1,942 +1.9% 1.08% $4.4M 2024-11-05 $39.17
2024 Q2 ADDED 103,613 +1,643 +1.6% 1.04% $3.9M 2024-08-02 $35.40
2024 Q1 ADDED 101,970 +4,052 +4.1% 1.05% $3.7M 2024-05-02 $35.29
2023 Q4 REDUCED 97,918 -3,914 -3.8% 1.04% $3.5M 2024-01-24 $32.59
2023 Q3 ADDED 101,832 +4,911 +5.1% 1.07% $3.4M 2023-10-13 $31.08
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Mascoma Wealth Management 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 Mascoma Wealth Management LLC reported owning SPEM?

Mascoma Wealth Management LLC reported SPEM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPEM position in Mascoma Wealth Management LLC's portfolio?

The largest reported portfolio weight for SPEM was 1.24% in 2025 Q3.

What is the latest reported SPEM position on this page?

The most recent filing on this page is 2025 Q4, when Mascoma Wealth Management LLC reported 123,020 shares, equal to 1.23% of portfolio, with an estimated market value of $5.8M.

What does the chart on this SPEM ownership page compare?

The chart compares Mascoma Wealth Management 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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