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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 %
IWP
376
IAG Wealth Partners
Wisconsin
$659K -$3.21K -94 -0.5%
NRI
377
NFP Retirement Inc
California
$652K +$28.7K +840 +5%
SFG
378
Sunburst Financial Group
Alabama
$647K +$29.7K +869 +5%
Citigroup
379
Citigroup
New York
$640K +$1.74K +51 +0.3%
OCM
380
One Capital Management
California
$633K -$46.8K -1,372 -7%
Qube Research & Technologies (QRT)
381
Qube Research & Technologies (QRT)
United Kingdom
$632K -$280K -8,202 -31%
HKIMG
382
Hutchens & Kramer Investment Management Group
Indiana
$611K -$33.8K -990 -5%
SPIA
383
Steward Partners Investment Advisory
New York
$611K +$36.5K +1,068 +6%
MFA
384
Morling Financial Advisors
California
$611K -$3K -88 -0.5%
CWM
385
Cabot Wealth Management
Massachusetts
$601K -$1.95K -57 -0.3%
FMWA
386
Forvis Mazars Wealth Advisors
Missouri
$596K -$51.4K -1,505 -8%
WAG
387
Wallace Advisory Group
California
$592K -$1.29M -37,808 -69%
AT
388
American Trust
Kentucky
$588K +$73.7K +2,158 +14%
RVPG
389
Relative Value Partners Group
$581K – – –
TW
390
Towerpoint Wealth
California
$579K +$4.1K +120 +0.7%
EWA
391
EP Wealth Advisors
California
$563K +$385K +23,345 +217%
AWAU
392
Alliance Wealth Advisors (Utah)
Utah
$557K -$872K -25,549 -61%
TCM
393
Triumph Capital Management
Colorado
$557K -$37.6K -1,101 -6%
NAS
394
Nicolet Advisory Services
Wisconsin
$555K -$94.3K -2,752 -15%
SFG
395
SNS Financial Group
Minnesota
$548K -$6.21K -182 -1%
SOS
396
Silver Oak Securities
Tennessee
$545K +$5.8K +170 +1%
Fidelity Investments
397
Fidelity Investments
Massachusetts
$540K +$45.7K +1,340 +9%
WPC
398
Wedmont Private Capital
Pennsylvania
$535K – – –
WFAG
399
Worth Financial Advisory Group
North Carolina
$533K +$77.6K +2,274 +17%
CA
400
Calton & Associates
Florida
$523K -$23K -675 -4%
14 15
16
17 18