Sentinel Pension Advisors’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Sentinel Pension Advisors’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 Q1	$12M	Buy	255,748 +11,685	+5%	+$569K	1.77%	11
2025 Q4	$11.4M	Buy	+244,063	New	+$11.5M	1.75%	10
2023 Q4	–	Sell	-6,896	Closed	-$231K	–	103
2023 Q3	$231K	Hold	6,896	–	–	0.06%	93
2023 Q2	$237K	Buy	6,896 +60	+0.9%	+$2.05K	0.06%	85
2023 Q1	$233K	Hold	6,836	–	–	0.06%	83
2022 Q4	$225K	Buy	6,836 +87	+1%	+$2.82K	0.07%	77
2022 Q3	$210K	Buy	+6,749	New	+$230K	0.07%	79
2022 Q2	–	Sell	-5,288	Closed	-$204K	–	92
2022 Q1	$204K	Hold	5,288	–	–	0.07%	85
2021 Q4	$219K	Buy	+5,288	New	+$226K	0.07%	92
2021 Q3	–	Sell	-4,491	Closed	-$204K	–	95
2021 Q2	$204K	Buy	+4,491	New	+$201K	0.07%	85

Other funds holding SPEM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Sentinel Pension Advisors's SPEM Position: Q1 2026 in Review

Sentinel Pension Advisors increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 4.8% in Q1 2026, buying an estimated $569K and bringing the position to 255,748 shares worth $12M. The position accounts for 1.77% of the portfolio, ranked #11.

Sentinel Pension Advisors first reported a position in SPEM in Q2 2021 and has held it in 10 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Sentinel Pension Advisors held 255,748 shares of State Street SPDR Portfolio Emerging Markets ETF worth $12M as of Q1 2026.
Sentinel Pension Advisors bought 11,685 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $569K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.77% of Sentinel Pension Advisors's portfolio in Q1 2026, its #11 holding.
Sentinel Pension Advisors first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q2 2021 and has held it in 10 quarters since.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.