SFG
SPEM icon

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

Sunburst 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 		$985K Sell
19,015
-92
-0.5% -$4.71K 0.16% 57
2026
Q1 		$896K Sell
19,107
-1,339
-7% -$65.2K 0.17% 56
2025
Q4 		$957K Buy
20,446
+523
+3% +$24.6K 0.19% 51
2025
Q3 		$933K Sell
19,923
-204
-1% -$9.07K 0.2% 49
2025
Q2 		$860K Sell
20,127
-36
-0.2% -$1.45K 0.19% 49
2025
Q1 		$794K Sell
20,163
-375
-2% -$14.7K 0.19% 51
2024
Q4 		$788K Sell
20,538
-3,648
-15% -$147K 0.19% 54
2024
Q3 		$998K Sell
24,186
-60
-0.2% -$2.3K 0.25% 47
2024
Q2 		$913K Sell
24,246
-284
-1% -$10.6K 0.25% 51
2024
Q1 		$890K Buy
24,530
+1,242
+5% +$43.7K 0.25% 49
2023
Q4 		$825K Buy
23,288
+1,488
+7% +$50.6K 0.26% 49
2023
Q3 		$732K Buy
21,800
+2,121
+11% +$73.3K 0.26% 46
2023
Q2 		$677K Buy
19,679
+731
+4% +$25K 0.24% 51
2023
Q1 		$647K Buy
18,948
+869
+5% +$29.9K 0.24% 51
2022
Q4 		$596K Sell
18,079
-18,297
-50% -$593K 0.24% 50
2022
Q3 		$1.13M Buy
36,376
+851
+2% +$29K 0.55% 26
2022
Q2 		$1.24M Buy
+35,525
New +$1.28M 0.59% 26

Other funds holding SPEM

CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return