Number of Shares
96,170.00
Current Holdings Value*
$4.11 Mil
% of Portfolio
2.66%
Total Estimate Gain
$366,627.18
% of Total Estimate Gain
8.26%

EHRLICH FINANCIAL GROUP's SPDR Portfolio Emerging Markets ETF Holding Summary

As of 2025-06-30, EHRLICH FINANCIAL GROUP held 96,170.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $4.11 Mil. This investment constitutes 2.66% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.03% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.

The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 1 purchases of SPEM, at an average price of $39.41, for a total of 112,656.00 shares. In addition, there have been 1 sales at an average price of $35.19 for 16,486.00 shares. Based on historical transaction data and SPEM's current price of $43.95, EHRLICH FINANCIAL GROUP's estimated gain on his SPEM holdings is $366,627.18, reflecting a 8.26% gain to date.

EHRLICH FINANCIAL GROUP SPEM ($43.95) Holding Chart

EHRLICH FINANCIAL GROUP SPEM ($43.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1