OPPS
SPEM icon

Obsidian Personal Planning Solutions’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$6.4M Buy
134,409
+1,695
+1% +$75.4K 2.22% 17
2025
Q2 		$5.67M Buy
132,714
+3,373
+3% +$136K 2.3% 17
2025
Q1 		$5.09M Sell
129,341
-13,405
-9% -$526K 2.28% 17
2024
Q4 		$5.53M Buy
142,746
+8,712
+6% +$350K 2.67% 14
2024
Q3 		$5.39M Buy
134,034
+19,969
+18% +$766K 2.82% 13
2024
Q2 		$4.3M Buy
114,065
+9,699
+9% +$361K 2.62% 17
2024
Q1 		$3.8M Buy
104,366
+43,862
+72% +$1.54M 2.5% 17
2023
Q4 		$2.14M Buy
60,504
+17
+0% +$578 1.63% 21
2023
Q3 		$2.03M Buy
60,487
+10,761
+22% +$372K 1.73% 19
2023
Q2 		$1.71M Buy
49,726
+4,101
+9% +$140K 2.1% 15
2023
Q1 		$1.56M Buy
45,625
+2,302
+5% +$79.2K 2.27% 15
2022
Q4 		$1.43M Buy
43,323
+368
+0.9% +$11.9K 2.29% 15
2022
Q3 		$1.33M Buy
42,955
+1,724
+4% +$58.7K 2.44% 14
2022
Q2 		$1.43M Buy
+41,231
New +$1.49M 2.45% 14

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Obsidian Personal Planning Solutions's SPEM Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 1.3% in Q3 2025, buying an estimated $75.4K and bringing the position to 134,409 shares worth $6.4M. The position accounts for 2.22% of the portfolio, ranked #17.

Obsidian Personal Planning Solutions first reported a position in SPEM in Q2 2022 and has held it in 14 quarters since. 886 funds tracked by Wall St. Rank hold SPEM as of Q3 2025.

  • Obsidian Personal Planning Solutions held 134,409 shares of State Street SPDR Portfolio Emerging Markets ETF worth $6.4M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 1,695 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2025, an estimated $75.4K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 2.22% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #17 holding.
  • Obsidian Personal Planning Solutions first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2022 and has held it in 14 quarters since.
  • 886 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.