Sentinel Pension Advisors’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Sentinel Pension Advisors’s Portfolio QEMM Stock Details QEMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$252K	Sell	3,134 -27	-0.9%	-$2.16K	0.03%	142
2026 Q2	$241K	Buy	3,161 +21	+0.7%	+$1.64K	0.03%	129
2026 Q1	$218K	Hold	3,140	–	–	0.03%	126
2025 Q4	$208K	Buy	3,140 +58	+2%	+$3.87K	0.03%	125
2025 Q3	$204K	Buy	+3,082	New	+$199K	0.03%	123
2025 Q2	–	Sell	-3,553	Closed	-$205K	–	126
2025 Q1	$205K	Sell	3,553 -17	-0.5%	-$983	0.04%	111
2024 Q4	$204K	Buy	3,570 +77	+2%	+$4.66K	0.04%	109
2024 Q3	$220K	Hold	3,493	–	–	0.04%	107
2024 Q2	$204K	Sell	3,493 -117	-3%	-$6.81K	0.04%	108
2024 Q1	$208K	Sell	3,610 -277	-7%	-$15.7K	0.04%	104
2023 Q4	$222K	Sell	3,887 -592	-13%	-$32.5K	0.05%	91
2023 Q3	$242K	Buy	4,479 +216	+5%	+$12K	0.06%	90
2023 Q2	$236K	Sell	4,263 -14	-0.3%	-$778	0.06%	86
2023 Q1	$237K	Sell	4,277 -374	-8%	-$20.8K	0.06%	82
2022 Q4	$249K	Sell	4,651 -709	-13%	-$37.7K	0.08%	73
2022 Q3	$272K	Sell	5,360 -698	-12%	-$38.6K	0.09%	69
2022 Q2	$342K	Sell	6,058 -122	-2%	-$7.27K	0.12%	69
2022 Q1	$396K	Sell	6,180 -20	-0.3%	-$1.32K	0.13%	66
2021 Q4	$419K	Sell	6,200 -1,216	-16%	-$82.7K	0.13%	68
2021 Q3	$502K	Buy	7,416 +263	+4%	+$18K	0.17%	57
2021 Q2	$502K	Sell	7,153 -39,566	-85%	-$2.74M	0.18%	58
2021 Q1	$2.35M	Buy	46,719 +9,311	+25%	+$635K	0.86%	22
2020 Q4	$2.44M	Buy	37,408 +2,642	+8%	+$161K	0.89%	24
2020 Q3	$1.96M	Buy	34,766 +3,536	+11%	+$200K	0.76%	30
2020 Q2	$1.64M	Buy	31,230 +8,296	+36%	+$417K	0.69%	30
2020 Q1	$1.07M	Buy	22,934 +4,962	+28%	+$275K	0.52%	36
2019 Q4	$1.09M	Buy	+17,972	New	+$1.07M	0.71%	28

Other funds holding QEMM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

DWM Financial Group Palatine, Illinois $128M AUM

Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

Sentinel Pension Advisors's QEMM Position: Q3 2026 in Review

Sentinel Pension Advisors reduced its State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) stake by 0.85% in Q3 2026, selling an estimated $2.16K and leaving 3,134 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #142.

Sentinel Pension Advisors first reported a position in QEMM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.44M in Q4 2020. 23 funds tracked by Wall St. Rank hold QEMM as of Q3 2026.

Sentinel Pension Advisors held 3,134 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $252K as of Q3 2026.
Sentinel Pension Advisors sold 27 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q3 2026, an estimated $2.16K.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q3 2026, its #142 holding.
Sentinel Pension Advisors first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q4 2019 and has held it in 27 quarters since.
Sentinel Pension Advisors's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $2.44M in Q4 2020.
23 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q3 2026.

Based on Sentinel Pension Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.