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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

619 hedge funds and large institutions have $5.24B invested in SPDR Portfolio Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
9.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.56%
New
64
Increased
288
Reduced
196
Closed
45
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$2.12M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$183M
2
Ameriprise
2
Ameriprise
Minnesota
$162M
3
PI
3
PFS Investments
Georgia
$99.8M
4
LPL Financial
4
LPL Financial
California
$263M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$147M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$1.65M
2
3AM
2
3EDGE Asset Management
Florida
$0
3
PFO
3
Pathstone Family Office
New Jersey
$31M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$4.14M
5
KOC
5
Koss-Olinger Consulting
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
351
Hanlon Investment Management
New Jersey
$807K – – –
OWA
352
Outlook Wealth Advisors
Texas
$799K +$799K +23,401 New
CSB
353
City State Bank
Iowa
$791K – – –
PWM
354
Penobscot Wealth Management
Maine
$767K -$68.1K -1,996 -8%
FFA
355
Fragasso Financial Advisors
Pennsylvania
$763K -$25.3K -740 -3%
BFM
356
Broadview Financial Management
Wisconsin
$740K -$20.2K -593 -3%
BBWP
357
Beacon Bridge Wealth Partners
Pennsylvania
$734K +$202K +5,930 +38%
AR
358
Apeiron RIA
Texas
$727K -$5.7K -167 -0.8%
FPCP
359
Fort Point Capital Partners
California
$714K – – –
GSC
360
G&S Capital
Colorado
$703K +$37.8K +1,108 +6%
AO
361
Advisor OS
Illinois
$701K +$701K +20,526 New
OC
362
Oppenheimer & Co
New York
$698K +$20.5K +600 +3%
AA
363
Aire Advisors
California
$697K -$1.72M -50,515 -71%
CAS
364
Coppell Advisory Solutions
Texas
$683K +$549K +16,030 +408%
CASC
365
Coppell Advisory Solutions Corp
Texas
$683K +$549K +16,030 +408%
RCAG
366
Rehmann Capital Advisory Group
Michigan
$681K -$55K -1,554 -7%
RFN
367
Redwood Financial Network
Ohio
$670K -$26.2K -767 -4%
YIA
368
YHB Investment Advisors
Connecticut
$669K +$19.9K +582 +3%
FPIS
369
Financial Planning & Information Services
Wisconsin
$668K -$206K -6,036 -24%
PCA
370
Prosperity Capital Advisors
Ohio
$667K +$18.7K +547 +3%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$664K +$13.2K +387 +2%
ULWM
372
Upper Left Wealth Management
Florida
$663K -$70.7K -2,071 -10%
EI
373
Ellevest Inc
New York
$662K – – –
HA
374
Hofer & Associates
California
$661K -$6.13K -186 -0.9%
SWA
375
SOA Wealth Advisors
New York
$661K +$102K +2,997 +18%
13 14
15
16 17