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SPDR Portfolio Emerging Markets ETF

630 hedge funds and large institutions have $5.74B invested in SPDR Portfolio Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 316 increasing their positions, 196 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+11
Holders Change %
+1.78%
% of All Funds
9.94%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.62%
New
55
Increased
316
Reduced
196
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
376
One Capital Management
California
$638K +$997 +29 +0.2%
SPIA
377
Steward Partners Investment Advisory
New York
$620K +$4.06K +118 +0.7%
AR
378
Apeiron RIA
Texas
$618K -$115K -3,331 -16%
MFA
379
Morling Financial Advisors
California
$612K -$3.51K -102 -0.6%
RWPA
380
Richard W. Paul & Associates
Michigan
$610K +$102K +2,965 +20%
VCM
381
Vivaldi Capital Management
Illinois
$609K -$690K -20,069 -53%
CWM
382
Cabot Wealth Management
Massachusetts
$605K
AT
383
American Trust
Kentucky
$593K +$516 +15 +0.1%
WAG
384
Wallace Advisory Group
California
$592K
FMWA
385
Forvis Mazars Wealth Advisors
Missouri
$587K -$12.8K -371 -2%
PFA
386
Professional Financial Advisors
Nebraska
$583K +$139K +4,050 +31%
EWA
387
EP Wealth Advisors
California
$567K -$154K -7,275 -21%
AWAU
388
Alliance Wealth Advisors (Utah)
Utah
$566K +$4.16K +121 +0.7%
FIM
389
Freedom Investment Management
Connecticut
$565K +$236K +6,854 +71%
WFAG
390
Worth Financial Advisory Group
North Carolina
$564K +$27.1K +787 +5%
RW
391
Rede Wealth
Virginia
$563K +$83.3K +2,423 +17%
GFPC
392
Global Financial Private Client
Florida
$559K +$154K +4,446 +38%
HKIMG
393
Hutchens & Kramer Investment Management Group
Indiana
$558K -$57.8K -1,681 -9%
RWA
394
Rooted Wealth Advisors
Illinois
$554K -$4.11M -119,052 -88%
WPC
395
Wedmont Private Capital
Pennsylvania
$553K
ATC
396
Argent Trust Co
Tennessee
$551K +$551K +16,014 New
BWP
397
Balboa Wealth Partners
Arizona
$549K +$259K +7,546 +90%
WP
398
WealthShield Partners
North Carolina
$544K +$118K +3,433 +28%
TW
399
Towerpoint Wealth
California
$540K -$42.7K -1,243 -7%
TCM
400
Triumph Capital Management
Colorado
$536K -$24.8K -721 -4%