Birch Financial Group
SPEM icon

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

Birch 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
Q3 		$3.21M Buy
62,068
+1,448
+2% +$75.1K 1.5% 16
2026
Q2 		$3.14M Buy
60,620
+16,532
+37% +$846K 1.61% 16
2026
Q1 		$2.07M Buy
44,088
+3,171
+8% +$154K 1.21% 20
2025
Q4 		$1.92M Buy
40,917
+1,611
+4% +$75.8K 1.09% 21
2025
Q3 		$1.84M Buy
39,306
+1,286
+3% +$57.2K 1.08% 22
2025
Q2 		$1.62M Buy
38,020
+1,950
+5% +$78.7K 1.3% 16
2025
Q1 		$1.42M Buy
36,070
+23,416
+185% +$918K 1.27% 16
2024
Q4 		$486K Buy
+12,654
New +$509K 0.55% 38

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Cutler Investment Counsel
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

Birch Financial Group's SPEM Position: Q3 2026 in Review

Birch Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 2.4% in Q3 2026, buying an estimated $75.1K and bringing the position to 62,068 shares worth $3.21M. The position accounts for 1.5% of the portfolio, ranked #16.

Birch Financial Group first reported a position in SPEM in Q4 2024 and has held it in 8 quarters since. 635 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

  • Birch Financial Group held 62,068 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.21M as of Q3 2026.
  • Birch Financial Group bought 1,448 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $75.1K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 1.5% of Birch Financial Group's portfolio in Q3 2026, its #16 holding.
  • Birch Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 8 quarters since.
  • 635 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.