Number of Shares
878,265.00
Current Holdings Value*
$34.58 Mil
% of Portfolio
2.91%
Total Estimate Gain
$5.76 Mil
% of Total Estimate Gain
4.38%

Koss-Olinger Consulting, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary

As of 2025-03-31, Koss-Olinger Consulting, LLC held 878,265.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $34.58 Mil. This investment constitutes 2.91% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0.33% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.

The initial trade took place in 2021Q1. And since then Koss-Olinger Consulting, LLC has made 8 purchases of SPEM, at an average price of $38.35, for a total of 3.43 Mil shares. In addition, there have been 5 sales at an average price of $38.84 for 2.55 Mil shares. Based on historical transaction data and SPEM's current price of $43.50, Koss-Olinger Consulting, LLC's estimated gain on his SPEM holdings is $5.76 Mil, reflecting a 4.38% gain to date.

Koss-Olinger Consulting, LLC SPEM ($43.50) Holding Chart

Koss-Olinger Consulting, LLC SPEM ($43.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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