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

Beacon 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
2026
Q2 		$868K Sell
16,767
-469
-3% -$24K 0.08% 188
2026
Q1 		$809K Sell
17,236
-55
-0.3% -$2.68K 0.08% 184
2025
Q4 		$809K Buy
17,291
+1,141
+7% +$53.7K 0.08% 185
2025
Q3 		$756K Sell
16,150
-4
-0% -$178 0.07% 192
2025
Q2 		$690K Buy
16,154
+1,300
+9% +$52.5K 0.07% 195
2025
Q1 		$585K Buy
14,854
+2,040
+16% +$80K 0.06% 199
2024
Q4 		$492K Buy
12,814
+535
+4% +$21.5K 0.05% 226
2024
Q3 		$507K Buy
12,279
+3,230
+36% +$124K 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 +$308K 0.04% 253
2015
Q3 		– Sell
-157,924
Closed -$2.55M – 176
2015
Q2 		$2.55M Sell
157,924
-4,836
-3% -$163K 0.55% 52
2015
Q1 		$2.72M Sell
162,760
-12,032
-7% -$386K 0.6% 55
2014
Q4 		$2.99M Buy
174,792
+163,332
+1,425% +$5.33M 0.62% 57
2014
Q3 		$209K Sell
11,460
-2,030
-15% -$70.7K 0.05% 186
2014
Q2 		$271K Sell
13,490
-186
-1% -$6.12K 0.06% 149
2014
Q1 		$259K Sell
13,676
-666,172
-98% -$20.3M 0.05% 155
2013
Q4 		$13.3M Buy
679,848
+46,312
+7% +$1.5M 2.55% 7
2013
Q3 		$12.8M Buy
+633,536
New +$19.5M 2.76% 7

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Beacon Financial Group's SPEM Position: Q2 2026 in Review

Beacon Financial Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.7% in Q2 2026, selling an estimated $24K and leaving 16,767 shares worth $868K. The position accounts for 0.08% of the portfolio, ranked #188.

Beacon Financial Group first reported a position in SPEM in Q3 2013 and has held it in 19 quarters since. The position peaked at $13.3M in Q4 2013. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Beacon Financial Group held 16,767 shares of State Street SPDR Portfolio Emerging Markets ETF worth $868K as of Q2 2026.
  • Beacon Financial Group sold 469 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $24K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.08% of Beacon Financial Group's portfolio in Q2 2026, its #188 holding.
  • Beacon Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q3 2013 and has held it in 19 quarters since.
  • Beacon Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $13.3M in Q4 2013.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.