Turning Point Benefit Group’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Turning Point Benefit 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
2026 Q1	$3.72M	Buy	97,208 +12,668	+15%	+$617K	2.37%	8
2025 Q4	$3.96M	Sell	84,540 -2,251	-3%	-$106K	2.07%	11
2025 Q3	$4.09M	Sell	86,791 -4,571	-5%	-$203K	2.47%	8
2025 Q2	$3.9M	Sell	91,362 -1,874	-2%	-$75.6K	2.96%	7
2025 Q1	$3.28M	Sell	93,236 -3,694	-4%	-$145K	3.07%	7
2024 Q4	$3.71M	Buy	+96,930	New	+$3.9M	3.53%	5

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

Turning Point Benefit Group's SPEM Position: Q1 2026 in Review

Turning Point Benefit Group increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 15% in Q1 2026, buying an estimated $617K and bringing the position to 97,208 shares worth $3.72M. The position accounts for 2.37% of the portfolio, ranked #8.

Turning Point Benefit Group first reported a position in SPEM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.09M in Q3 2025. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

Turning Point Benefit Group held 97,208 shares of State Street SPDR Portfolio Emerging Markets ETF worth $3.72M as of Q1 2026.
Turning Point Benefit Group bought 12,668 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $617K.
State Street SPDR Portfolio Emerging Markets ETF made up 2.37% of Turning Point Benefit Group's portfolio in Q1 2026, its #8 holding.
Turning Point Benefit Group first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's State Street SPDR Portfolio Emerging Markets ETF position peaked at $4.09M in Q3 2025.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.