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Baron Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Baron Financial Group’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-206
Closed -$7.53K – 270
2020
Q3 		$7.53K Buy
+206
New +$7.52K 0.01% 190

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baron Financial Group's SPEM Position: Q4 2020 in Review

Baron Financial Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2020, closing a stake of 206 shares — an estimated $7.53K sold.

Baron Financial Group first reported a position in SPEM in Q3 2020 and held it in 1 quarter. The position peaked at $7.53K in Q3 2020. 476 funds tracked by Wall St. Rank hold SPEM as of Q4 2020.

  • Baron Financial Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • Baron Financial Group sold 206 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2020, an estimated $7.53K.
  • Baron Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2020 and held it in 1 quarter.
  • Baron Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $7.53K in Q3 2020.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2020.

Based on Baron Financial Group's 13F filing for Q4 2020, filed 9 Feb 2021.