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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

815 hedge funds and large institutions have $9.68B invested in SPDR Portfolio Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 330 increasing their positions, 285 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+55
Holders Change %
+7.24%
% of All Funds
10.85%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.65%
New
122
Increased
330
Reduced
285
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$113M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$103M
3
Morgan Stanley
3
Morgan Stanley
New York
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$226M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$69.1M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.15B
2
State Street
2
State Street
Massachusetts
$213M
3
WFPG
3
Waller Financial Planning Group
Ohio
$1.28M
4
RIM
4
Redwood Investment Management
Arizona
$0
5
AssetMark Inc
5
AssetMark Inc
California
$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
351
SOA Wealth Advisors
New York
$1.39M +$204K +5,322 +17%
SW
352
Simplicity Wealth
New Jersey
$1.38M -$751K -19,565 -35%
NF
353
NavPoint Financial
Minnesota
$1.38M -$652 -17 -0%
PW
354
Peninsula Wealth
California
$1.37M +$414K +10,778 +43%
PS
355
Principal Securities
Iowa
$1.36M -$107K -2,778 -7%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$1.36M +$867K +22,597 +176%
EWA
357
EP Wealth Advisors
California
$1.34M +$500K +13,023 +59%
HA
358
Hofer & Associates
California
$1.33M +$256K +6,677 +24%
WFAG
359
Worth Financial Advisory Group
North Carolina
$1.32M -$183K -4,775 -12%
KCAM
360
Kagan Cocozza Asset Management
New Jersey
$1.3M +$1.3M +33,755 New
AF
361
Advisornet Financial
Minnesota
$1.29M -$5.56K -145 -0.4%
MHC
362
May Hill Capital
Massachusetts
$1.29M +$1.29M +33,643 New
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$1.28M +$32K +833 +3%
RFW
364
Rainier Family Wealth
Washington
$1.28M +$1.28M +33,399 New
WFPG
365
Waller Financial Planning Group
Ohio
$1.28M -$16.7M -434,716 -93%
RFA
366
RTD Financial Advisors
Pennsylvania
$1.27M -$2.92K -76 -0.2%
WPW
367
Watershed Private Wealth
Illinois
$1.26M -$8.67K -226 -0.7%
NG
368
Novem Group
New York
$1.23M +$1.23M +32,180 New
BWP
369
Balboa Wealth Partners
Arizona
$1.23M -$175K -4,567 -12%
LOIM
370
Liberty One Investment Management
Illinois
$1.22M +$31.3K +816 +3%
FCP
371
Fidelis Capital Partners
Florida
$1.2M +$898K +23,348 +300%
DWM
372
Defined Wealth Management
Oregon
$1.2M -$8.71K -227 -0.7%
VPP
373
Vertex Planning Partners
Illinois
$1.17M +$5.72K +149 +0.5%
JWA
374
JFS Wealth Advisors
Pennsylvania
$1.16M -$7.1K -185 -0.6%
3AM
375
3EDGE Asset Management
Florida
$1.15M +$1.15M +29,879 New
13 14
15
16 17