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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return