BCMLT
SPEM icon

Beacon Capital Management LLC (Tennessee)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-264
Closed -$11.3K – 872
2025
Q2 		$11.3K Buy
264
+3
+1% +$121 ﹤0.01% 611
2025
Q1 		$10.3K Hold
261
– – ﹤0.01% 619
2024
Q4 		$10K Buy
261
+4
+2% +$161 ﹤0.01% 601
2024
Q3 		$10.6K Sell
257
-2
-0.8% -$77 ﹤0.01% 627
2024
Q2 		$9.76K Hold
259
– – ﹤0.01% 573
2024
Q1 		$9.37K Buy
259
+2
+0.8% +$70 ﹤0.01% 582
2023
Q4 		$8.63K Hold
257
– – ﹤0.01% 558
2023
Q3 		$8.84K Hold
257
– – ﹤0.01% 591
2023
Q2 		$8.84K Hold
257
– – ﹤0.01% 591
2023
Q1 		$8.77K Sell
257
-73
-22% -$2.51K ﹤0.01% 523
2022
Q4 		$10.9K Buy
330
+73
+28% +$2.37K ﹤0.01% 495
2022
Q3 		$9K Sell
257
-73
-22% -$2.48K ﹤0.01% 507
2022
Q2 		$13K Hold
330
– – ﹤0.01% 485
2022
Q1 		$13K Buy
+330
New +$13.3K ﹤0.01% 485

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return