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SPDR S&P Emerging Markets shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of SPDR S&P Emerging Markets (SPEM) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning investment in SPDR S&P Emerging Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Emerging Markets held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Emerging Markets by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 73k 41.28
2024-06-30 $2.5M 67k 37.67
2024-03-31 $1.2M 33k 36.19

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Forbes Financial Planning

Top funds holding SPDR S&P Emerging Markets

Creative Planning
Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
State Street Corporation
Envestnet Asset Management
Tiaa Trust, National Association
Horizon Investments
Northwestern Mutual Wealth Management Company
Morgan Stanley
Bank of America Corporation
Assetmark
Townsquare Capital
HPM Partners
Envestnet Portfolio Solutions

View all funds holding SPDR S&P Emerging Markets