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Oldfather Financial Services’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Oldfather Financial Services’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
Q4 		$363K Buy
7,751
+2,994
+63% +$141K 0.11% 75
2025
Q3 		$223K Hold
4,757
– – 0.07% 87
2025
Q2 		$203K Buy
+4,757
New +$192K 0.07% 84

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oldfather Financial Services's SPEM Position: Q4 2025 in Review

Oldfather Financial Services increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 63% in Q4 2025, buying an estimated $141K and bringing the position to 7,751 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #75.

Oldfather Financial Services first reported a position in SPEM in Q2 2025 and has held it in 3 quarters since. 979 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

  • Oldfather Financial Services held 7,751 shares of State Street SPDR Portfolio Emerging Markets ETF worth $363K as of Q4 2025.
  • Oldfather Financial Services bought 2,994 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $141K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.11% of Oldfather Financial Services's portfolio in Q4 2025, its #75 holding.
  • Oldfather Financial Services first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2025 and has held it in 3 quarters since.
  • 979 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.