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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

625 hedge funds and large institutions have $5.77B invested in SPDR Portfolio Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 276 increasing their positions, 228 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
9.96%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
51
Increased
276
Reduced
228
Closed
47
Calls
–
Puts
$42K
Net Calls
-$42K
Net Calls Change
-$42K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$113M
2
FGAM
Financial Gravity Asset Management
Texas
$82.9M
3
Creative Planning
Creative Planning
Kansas
$837M
4
Financial Engines Advisors
Financial Engines Advisors
California
$536M
5
State Street
State Street
Massachusetts
$142M

Top Sellers

1
Jane Street
Jane Street
New York
$20M
2
AF
Allworth Financial
California
$195M
3
PAG
Private Advisor Group
New Jersey
$42.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$151M
5
MML Investors Services
MML Investors Services
Massachusetts
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
376
Citigroup
New York
$639K +$14.9K +445 +2%
ULWM
377
Upper Left Wealth Management
Florida
$632K -$16.9K -503 -3%
CSB
378
City State Bank
Iowa
$629K -$81.5K -2,425 -11%
RWPA
379
Richard W. Paul & Associates
Michigan
$627K +$31.2K +929 +5%
RCAG
380
Rehmann Capital Advisory Group
Michigan
$619K -$95.9K -2,761 -13%
WFAG
381
Worth Financial Advisory Group
North Carolina
$614K +$63.1K +1,881 +11%
AWAU
382
Alliance Wealth Advisors (Utah)
Utah
$601K +$48.4K +1,443 +9%
FPIS
383
Financial Planning & Information Services
Wisconsin
$597K -$27.4K -815 -4%
MFA
384
Morling Financial Advisors
California
$592K -$6.11K -182 -1%
OCM
385
One Capital Management
California
$590K -$33K -982 -5%
SPIA
386
Steward Partners Investment Advisory
New York
$589K -$15.8K -471 -3%
WAG
387
Wallace Advisory Group
California
$589K -$8.05K -234 -1%
PFA
388
Professional Financial Advisors
Nebraska
$588K +$19K +567 +3%
AA
389
ACT Advisors
North Carolina
$584K +$584K +17,387 New
FIM
390
Freedom Investment Management
Connecticut
$575K +$22.6K +673 +4%
TCM
391
Triumph Capital Management
Colorado
$562K +$38K +1,131 +7%
FW
392
FirstPurpose Wealth
Utah
$557K +$44.8K +1,336 +9%
RW
393
Rede Wealth
Virginia
$546K -$4.13K -123 -0.8%
FMWA
394
Forvis Mazars Wealth Advisors
Missouri
$540K -$33.1K -986 -6%
Fidelity Investments
395
Fidelity Investments
Massachusetts
$535K +$35.1K +1,047 +7%
PWA
396
Phoenix Wealth Advisors
North Carolina
$535K +$120K +3,570 +29%
TWM
397
Trinity Wealth Management
Pennsylvania
$532K +$46.3K +1,379 +10%
EA
398
Eudaimonia Advisors
Tennessee
$532K +$61.7K +1,839 +13%
HKIMG
399
Hutchens & Kramer Investment Management Group
Indiana
$528K -$15K -449 -3%
WPC
400
Wedmont Private Capital
Pennsylvania
$520K – – –
14 15
16
17 18