OGF
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Orin Green Financial’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Orin Green Financial’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 		$958K Sell
18,497
-766
-4% -$39.2K 0.35% 41
2026
Q1 		$904K Sell
19,263
-1,095
-5% -$53.4K 0.37% 41
2025
Q4 		$953K Sell
20,358
-2,229
-10% -$105K 0.38% 38
2025
Q3 		$1.06M Sell
22,587
-1,860
-8% -$82.7K 0.42% 39
2025
Q2 		$1.04M Sell
24,447
-443
-2% -$17.9K 0.44% 37
2025
Q1 		$939K Buy
+24,890
New +$976K 0.44% 34
2024
Q4 		– Sell
-23,607
Closed -$949K – 40
2024
Q3 		$975K Sell
23,607
-514
-2% -$19.7K 0.42% 37
2024
Q2 		$909K Buy
+24,121
New +$898K 0.42% 34
2024
Q1 		– Sell
-26,419
Closed -$930K – 34
2023
Q4 		$937K Sell
26,419
-49
-0.2% -$1.67K 0.46% 35
2023
Q3 		$889K Sell
26,468
-2,860
-10% -$98.9K 0.49% 35
2023
Q2 		$1.01M Sell
29,328
-252
-0.9% -$8.62K 0.53% 34
2023
Q1 		$1.01M Sell
29,580
-1,128
-4% -$38.8K 0.55% 30
2022
Q4 		$1.01M Sell
30,708
-11,427
-27% -$370K 0.59% 29
2022
Q3 		$1.31M Sell
42,135
-2,885
-6% -$98.2K 0.85% 24
2022
Q2 		$1.54M Buy
45,020
+32,877
+271% +$1.19M 0.96% 23
2022
Q1 		$469K Buy
12,143
+246
+2% +$9.91K 0.31% 44
2021
Q4 		$503K Buy
11,897
+681
+6% +$29.1K 0.36% 39
2021
Q3 		$477K Buy
11,216
+467
+4% +$20.3K 0.33% 45
2021
Q2 		$489K Buy
10,749
+596
+6% +$26.7K 0.35% 43
2021
Q1 		$444K Sell
10,153
-584
-5% -$26.1K 0.36% 43
2020
Q4 		$453K Buy
+10,737
New +$426K 0.36% 42

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Orin Green Financial's SPEM Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4% in Q2 2026, selling an estimated $39.2K and leaving 18,497 shares worth $958K. The position accounts for 0.35% of the portfolio, ranked #41.

Orin Green Financial first reported a position in SPEM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.54M in Q2 2022. 1,029 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

  • Orin Green Financial held 18,497 shares of State Street SPDR Portfolio Emerging Markets ETF worth $958K as of Q2 2026.
  • Orin Green Financial sold 766 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $39.2K.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.35% of Orin Green Financial's portfolio in Q2 2026, its #41 holding.
  • Orin Green Financial first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's State Street SPDR Portfolio Emerging Markets ETF position peaked at $1.54M in Q2 2022.
  • 1,029 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.