Beaumont Financial Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Beaumont Financial 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
2021 Q2	–	Sell	-8,688	Closed	-$380K	–	378
2021 Q1	$380K	Buy	+8,688	New	+$388K	0.03%	234
2018 Q2	–	Sell	-39,190	Closed	-$1.54M	–	224
2018 Q1	$1.54M	Buy	+39,190	New	+$1.57M	0.17%	84

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Beaumont Financial Advisors's SPEM Position: Q2 2021 in Review

Beaumont Financial Advisors sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q2 2021, closing a stake of 8,688 shares — an estimated $380K sold.

Beaumont Financial Advisors first reported a position in SPEM in Q1 2018 and held it in 2 quarters. The position peaked at $1.54M in Q1 2018. 532 funds tracked by Wall St. Rank hold SPEM as of Q2 2021.

Beaumont Financial Advisors reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 8,688 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2021, an estimated $380K.
Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2018 and held it in 2 quarters.
Beaumont Financial Advisors's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.54M in Q1 2018.
532 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2021.

Based on Beaumont Financial Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.