Beacon Pointe Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Beacon Pointe Advisors’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	$43.5M	Sell	839,386 -40,809	-5%	-$2.09M	0.2%	111
2026 Q1	$41.3M	Buy	880,195 +352,613	+67%	+$17.2M	0.22%	100
2025 Q4	$24.7M	Buy	527,582 +36,145	+7%	+$1.7M	0.17%	129
2025 Q3	$23M	Sell	491,437 -93,620	-16%	-$4.16M	0.19%	115
2025 Q2	$25M	Sell	585,057 -496	-0.1%	-$20K	0.26%	81
2025 Q1	$23.1M	Buy	585,553 +38,029	+7%	+$1.49M	0.26%	90
2024 Q4	$21M	Sell	547,524 -21,938	-4%	-$882K	0.23%	103
2024 Q3	$23.5M	Buy	569,462 +25,232	+5%	+$968K	0.27%	82
2024 Q2	$20.5M	Sell	544,230 -1,571	-0.3%	-$58.5K	0.24%	95
2024 Q1	$19.8M	Sell	545,801 -81,124	-13%	-$2.85M	0.22%	108
2023 Q4	$22.2M	Sell	626,925 -312,318	-33%	-$10.6M	0.27%	86
2023 Q3	$31.5M	Buy	939,243 +119,936	+15%	+$4.15M	0.39%	52
2023 Q2	$28.2M	Buy	819,307 +212,009	+35%	+$7.25M	0.46%	47
2023 Q1	$20.7M	Buy	607,298 +89,625	+17%	+$3.08M	0.35%	70
2022 Q4	$17.1M	Buy	517,673 +47,684	+10%	+$1.54M	0.33%	75
2022 Q3	$14.6M	Buy	469,989 +11,014	+2%	+$375K	0.33%	76
2022 Q2	$16M	Sell	458,975 -68,731	-13%	-$2.48M	0.34%	77
2022 Q1	$20.4M	Buy	527,706 +182,075	+53%	+$7.34M	0.28%	87
2021 Q4	$14.3M	Sell	345,631 -10,929	-3%	-$467K	0.37%	62
2021 Q3	$15.2M	Buy	356,560 +69,106	+24%	+$3M	0.37%	69
2021 Q2	$13.1M	Buy	287,454 +113,517	+65%	+$5.08M	0.46%	53
2021 Q1	$7.62M	Buy	173,937 +11,917	+7%	+$533K	0.47%	52
2020 Q4	$6.83M	Buy	162,020 +5,386	+3%	+$214K	0.47%	54
2020 Q3	$5.73M	Buy	156,634 +6,303	+4%	+$230K	0.55%	43
2020 Q2	$5.03M	Buy	150,331 +6,742	+5%	+$211K	0.5%	51
2020 Q1	$4.08M	Buy	143,589 +92,957	+184%	+$3.2M	0.65%	41
2019 Q4	$1.9M	Buy	50,632 +15,197	+43%	+$548K	0.59%	42
2019 Q3	$1.22M	Sell	35,435 -3,242	-8%	-$112K	0.52%	49
2019 Q2	$1.38M	Buy	+38,677	New	+$1.37M	0.5%	56

Other funds holding SPEM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Beacon Pointe Advisors's SPEM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.6% in Q2 2026, selling an estimated $2.09M and leaving 839,386 shares worth $43.5M. The position accounts for 0.2% of the portfolio, ranked #111.

Beacon Pointe Advisors first reported a position in SPEM in Q2 2019 and has held it in 29 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Beacon Pointe Advisors held 839,386 shares of State Street SPDR Portfolio Emerging Markets ETF worth $43.5M as of Q2 2026.
Beacon Pointe Advisors sold 40,809 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $2.09M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.2% of Beacon Pointe Advisors's portfolio in Q2 2026, its #111 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and has held it in 29 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.