Birch Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Birch Financial Group, LLC

  • $175 Billion
  • Q4 2025

A detailed history of Birch Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Birch Financial Group, LLC holds 40,917 shares of SPEM stock, worth $1.94 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
40,917
Previous 39,306 4.1%
Holding current value
$1.94 Million
Previous $1.84 Billion 4.1%
% of portfolio
1.09%
Previous 1.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$45.45 - $48.31 $73,219 - $77,827
1,611 Added 4.1%
40,917 $1.92 Billion
Q3 2025

Oct 30, 2025
BUY
$42.67 - $46.91 $54,873 - $60,326
1,286 Added 3.38%
39,306 $1.84 Billion
Q2 2025

Oct 30, 2025
BUY
$34.72 - $42.74 $67,704 - $83,343
1,950 Added 5.41%
38,020 $1.62 Billion
Q1 2025

Oct 30, 2025
BUY
$37.07 - $40.63 $868,031 - $951,392
23,416 Added 185.05%
36,070 $1.42 Billion
Q4 2024

Oct 30, 2025
BUY
$38.37 - $42.82 $485,533 - $541,844
12,654 New
12,654 $486 Million

Others Institutions Holding SPEM

# of Institutions
1,003
Shares Held
243M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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