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Koss-Olinger Consulting’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Koss-Olinger Consulting’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
Q1 		$35.2M Sell
749,742
-51,370
-6% -$2.5M 2.95% 8
2025
Q4 		$37.5M Sell
801,112
-4,004
-0.5% -$188K 2.91% 9
2025
Q3 		$34.4M Sell
805,116
-5,224
-0.6% -$232K 2.84% 7
2025
Q2 		$34.6M Sell
810,340
-67,925
-8% -$2.74M 2.84% 7
2025
Q1 		$34.6M Buy
878,265
+22,749
+3% +$892K 2.91% 7
2024
Q4 		$32.8M Buy
855,516
+36,407
+4% +$1.46M 2.88% 8
2024
Q3 		$33.8M Buy
819,109
+12,740
+2% +$489K 2.93% 9
2024
Q2 		$30.4M Buy
+806,369
New +$30M 2.81% 9
2024
Q1 		– Sell
-727,438
Closed -$25.8M – 265
2023
Q4 		$25.8M Buy
+727,438
New +$24.7M 2.53% 10
2023
Q1 		– Sell
-710,806
Closed -$23.4M – 269
2022
Q4 		$23.4M Buy
710,806
+49,252
+7% +$1.6M 3.37% 8
2022
Q3 		$20.5M Buy
661,554
+649,486
+5,382% +$22.1M 3.49% 8
2022
Q2 		$420K Sell
12,068
-1,153
-9% -$41.6K 0.08% 94
2022
Q1 		$511K Buy
+13,221
New +$533K 0.08% 101
2021
Q3 		– Sell
-408,405
Closed -$18.6M – 271
2021
Q2 		$18.6M Sell
408,405
-705,219
-63% -$31.6M 2.76% 10
2021
Q1 		$48.8M Buy
+1,113,624
New +$49.8M 8.3% 3

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Koss-Olinger Consulting's SPEM Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 6.4% in Q1 2026, selling an estimated $2.5M and leaving 749,742 shares worth $35.2M. The position accounts for 2.95% of the portfolio, ranked #8.

Koss-Olinger Consulting first reported a position in SPEM in Q1 2021 and has held it in 15 quarters since. The position peaked at $48.8M in Q1 2021. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Koss-Olinger Consulting held 749,742 shares of State Street SPDR Portfolio Emerging Markets ETF worth $35.2M as of Q1 2026.
  • Koss-Olinger Consulting sold 51,370 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $2.5M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.95% of Koss-Olinger Consulting's portfolio in Q1 2026, its #8 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 15 quarters since.
  • Koss-Olinger Consulting's State Street SPDR Portfolio Emerging Markets ETF position peaked at $48.8M in Q1 2021.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.