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

Beacon Pointe Wealth 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
2019 Q4	$2.95M	Buy	78,498 +18,207	+30%	+$656K	0.54%	43
2019 Q3	$2.07M	Buy	60,291 +42,623	+241%	+$1.48M	0.44%	45
2019 Q2	$631K	Buy	+17,668	New	+$626K	0.13%	137

Other funds holding SPEM

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SPEM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 30% in Q4 2019, buying an estimated $656K and bringing the position to 78,498 shares worth $2.95M. The position accounts for 0.54% of the portfolio, ranked #43.

Beacon Pointe Wealth Advisors first reported a position in SPEM in Q2 2019 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold SPEM as of Q4 2019.

Beacon Pointe Wealth Advisors held 78,498 shares of State Street SPDR Portfolio Emerging Markets ETF worth $2.95M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 18,207 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2019, an estimated $656K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.54% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #43 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2019 and has held it in 3 quarters since.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.