OLIO Financial Planning’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

OLIO Financial Planning’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	$3.65M	Buy	70,419 +2,446	+4%	+$125K	0.9%	11
2026 Q1	$3.19M	Buy	67,973 +386	+0.6%	+$18.8K	0.88%	11
2025 Q4	$3.16M	Buy	67,587 +3,995	+6%	+$188K	0.89%	11
2025 Q3	$2.98M	Sell	63,592 -2,942	-4%	-$131K	0.87%	12
2025 Q2	$2.84M	Buy	66,534 +13,508	+25%	+$545K	0.9%	12
2025 Q1	$2.09M	Buy	53,026 +9,938	+23%	+$390K	0.72%	13
2024 Q4	$1.65M	Buy	+43,088	New	+$1.73M	0.58%	19

Other funds holding SPEM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OLIO Financial Planning's SPEM Position: Q2 2026 in Review

OLIO Financial Planning increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.6% in Q2 2026, buying an estimated $125K and bringing the position to 70,419 shares worth $3.65M. The position accounts for 0.9% of the portfolio, ranked #11.

OLIO Financial Planning first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

OLIO Financial Planning held 70,419 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.65M as of Q2 2026.
OLIO Financial Planning bought 2,446 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $125K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.9% of OLIO Financial Planning's portfolio in Q2 2026, its #11 holding.
OLIO Financial Planning first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 7 quarters since.
241 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.