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 Q2	$414K	Sell	8,000 -741,742	-99%	-$37.9M	0.03%	104
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Koss-Olinger Consulting's SPEM Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 99% in Q2 2026, selling an estimated $37.9M and leaving 8,000 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #104.

Koss-Olinger Consulting first reported a position in SPEM in Q1 2021 and has held it in 16 quarters since. The position peaked at $48.8M in Q1 2021. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Koss-Olinger Consulting held 8,000 shares of State Street SPDR Portfolio Emerging Markets ETF worth $414K as of Q2 2026.
Koss-Olinger Consulting sold 741,742 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $37.9M.
State Street SPDR Portfolio Emerging Markets ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #104 holding.
Koss-Olinger Consulting first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2021 and has held it in 16 quarters since.
Koss-Olinger Consulting's State Street SPDR Portfolio Emerging Markets ETF position peaked at $48.8M in Q1 2021.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.