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 Q3	$3.79M	Buy	73,199 +2,780	+4%	+$144K	0.94%	11
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

OLIO Financial Planning's SPEM Position: Q3 2026 in Review

OLIO Financial Planning increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 3.9% in Q3 2026, buying an estimated $144K and bringing the position to 73,199 shares worth $3.79M. The position accounts for 0.94% of the portfolio, ranked #11.

OLIO Financial Planning first reported a position in SPEM in Q4 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold SPEM as of Q3 2026.

OLIO Financial Planning held 73,199 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.79M as of Q3 2026.
OLIO Financial Planning bought 2,780 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2026, an estimated $144K.
State Street SPDR Portfolio Emerging Markets ETF made up 0.94% of OLIO Financial Planning's portfolio in Q3 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 8 quarters since.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.