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 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

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

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

Birch Financial Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 37% in Q2 2026, buying an estimated $846K and bringing the position to 60,620 shares worth $3.14M. The position accounts for 1.61% of the portfolio, ranked #16.

Birch Financial Group first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Birch Financial Group held 60,620 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.14M as of Q2 2026.
Birch Financial Group bought 16,532 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $846K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.61% of Birch Financial Group's portfolio in Q2 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 7 quarters since.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.