Baystate Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Baystate Wealth Management’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
2023 Q3	–	Sell	-243	Closed	-$8.4K	–	1090
2023 Q2	$8.36K	Buy	+243	New	+$8.31K	﹤0.01%	603
2023 Q1	–	Sell	-698	Closed	-$23K	–	1075
2022 Q4	$23K	Buy	+698	New	+$22.6K	﹤0.01%	438
2019 Q2	–	Sell	-1,270	Closed	-$46K	–	677
2019 Q1	$46K	Hold	1,270	–	–	0.01%	222
2018 Q4	$44K	Buy	1,270 +17	+1%	+$561	0.01%	219
2018 Q3	$41K	Hold	1,253	–	–	0.01%	227
2018 Q2	$44K	Buy	1,253 +11	+0.9%	+$414	0.01%	207
2018 Q1	$47K	Buy	+1,242	New	+$49.8K	0.01%	194

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baystate Wealth Management's SPEM Position: Q3 2023 in Review

Baystate Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 243 shares — an estimated $8.4K sold.

Baystate Wealth Management first reported a position in SPEM in Q1 2018 and held it in 7 quarters. The position peaked at $47K in Q1 2018. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

Baystate Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 243 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $8.4K.
Baystate Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 7 quarters.
Baystate Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $47K in Q1 2018.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.