Oxford Financial Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Oxford Financial Group’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	–	Sell	-1,149	Closed	-$53.8K	–	303
2025 Q3	$53.8K	Sell	1,149 -2,200	-66%	-$97.8K	﹤0.01%	243
2025 Q2	$143K	Hold	3,349	–	–	0.01%	216
2025 Q1	$132K	Hold	3,349	–	–	0.01%	220
2024 Q4	$129K	Hold	3,349	–	–	0.01%	255
2024 Q3	$138K	Hold	3,349	–	–	0.01%	249
2024 Q2	$126K	Hold	3,349	–	–	0.01%	267
2024 Q1	$121K	Hold	3,349	–	–	0.01%	231
2023 Q4	$119K	Hold	3,349	–	–	0.01%	242
2023 Q3	$112K	Hold	3,349	–	–	0.01%	228
2023 Q2	$115K	Hold	3,349	–	–	0.01%	240
2023 Q1	$114K	Hold	3,349	–	–	0.01%	199
2022 Q4	$110K	Hold	3,349	–	–	0.01%	198
2022 Q3	$104K	Buy	+3,349	New	+$114K	0.02%	182
2021 Q2	–	Sell	-25	Closed	-$1K	–	240
2021 Q1	$1K	Buy	25 +20	+400%	+$894	﹤0.01%	214
2020 Q4	$0	Buy	+5	New	+$198	﹤0.01%	218

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oxford Financial Group's SPEM Position: Q4 2025 in Review

Oxford Financial Group sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2025, closing a stake of 1,149 shares — an estimated $53.8K sold.

Oxford Financial Group first reported a position in SPEM in Q4 2020 and held it in 15 quarters. The position peaked at $143K in Q2 2025. 984 funds tracked by Wall St. Rank hold SPEM as of Q4 2025.

Oxford Financial Group reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2025 after selling out during the quarter.
Oxford Financial Group sold 1,149 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2025, an estimated $53.8K.
Oxford Financial Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2020 and held it in 15 quarters.
Oxford Financial Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $143K in Q2 2025.
984 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.