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 Q2	$4.45M	Sell	86,628 -10,580	-11%	-$541K	1.92%	13
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 $171B AUM 24.68% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Turning Point Benefit Group's SPEM Position: Q2 2026 in Review

Turning Point Benefit Group reduced its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 11% in Q2 2026, selling an estimated $541K and leaving 86,628 shares worth $4.45M. The position accounts for 1.92% of the portfolio, ranked #13.

Turning Point Benefit Group first reported a position in SPEM in Q4 2024 and has held it in 7 quarters since. 1,033 funds tracked by Wall St. Rank hold SPEM as of Q2 2026.

Turning Point Benefit Group held 86,628 shares of State Street SPDR Portfolio Emerging Markets ETF worth $4.45M as of Q2 2026.
Turning Point Benefit Group sold 10,580 State Street SPDR Portfolio Emerging Markets ETF shares in Q2 2026, an estimated $541K.
State Street SPDR Portfolio Emerging Markets ETF made up 1.92% of Turning Point Benefit Group's portfolio in Q2 2026, its #13 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 7 quarters since.
1,033 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.