BFG
Beacon Financial Group’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
16,154
+1,300
| +9% | +$55.6K | 0.07% | 195 |
|
|
2025
Q1 | $585K | Buy |
14,854
+2,040
| +16% | +$80.3K | 0.06% | 199 |
|
|
2024
Q4 | $492K | Buy |
12,814
+535
| +4% | +$20.5K | 0.05% | 226 |
|
|
2024
Q3 | $507K | Buy |
12,279
+3,230
| +36% | +$133K | 0.05% | 219 |
|
|
2024
Q2 | $341K | Hold |
9,049
| – | – | 0.04% | 253 |
|
|
2024
Q1 | $327K | Hold |
9,049
| – | – | 0.04% | 257 |
|
|
2023
Q4 | $320K | Buy |
+9,049
| New | +$320K | 0.04% | 253 |
|
|
2015
Q3 | – | Sell |
-78,962
| Closed | -$2.55M | – | 176 |
|
|
2015
Q2 | $2.55M | Sell |
78,962
-2,418
| -3% | -$78.1K | 0.55% | 52 |
|
|
2015
Q1 | $2.72M | Sell |
81,380
-6,016
| -7% | -$201K | 0.6% | 55 |
|
|
2014
Q4 | $2.99M | Buy |
87,396
+81,666
| +1,425% | +$2.79M | 0.62% | 57 |
|
|
2014
Q3 | $209K | Sell |
5,730
-1,015
| -15% | -$37K | 0.05% | 186 |
|
|
2014
Q2 | $271K | Sell |
6,745
-93
| -1% | -$3.74K | 0.06% | 149 |
|
|
2014
Q1 | $259K | Sell |
6,838
-333,086
| -98% | -$12.6M | 0.05% | 155 |
|
|
2013
Q4 | $13.3M | Buy |
339,924
+23,156
| +7% | +$903K | 2.55% | 7 |
|
|
2013
Q3 | $12.8M | Buy |
+316,768
| New | +$12.8M | 2.76% | 7 |
|