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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

722 hedge funds and large institutions have $6.66B invested in SPDR Portfolio Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 293 increasing their positions, 246 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+97
Holders Change %
+15.52%
% of All Funds
10.58%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.69%
New
134
Increased
293
Reduced
246
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$95.8M
2
Jane Street
Jane Street
New York
+$38.5M
3
RJA
Raymond James & Associates
Florida
+$29.5M
4
HI
Horizon Investments
North Carolina
+$26.9M
5
KOC
Koss-Olinger Consulting
Florida
+$25.8M

Top Sellers

1
MWM
Moran Wealth Management
Florida
-$22.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$21.1M
3
WP
WealthSource Partners
California
-$17.7M
4
UCFA
United Capital Financial Advisors
Texas
-$14.6M
5
SWA
Strategies Wealth Advisors
Michigan
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
376
Advance Capital Management
Michigan
$912K -$48.2K -1,360 -5%
HA
377
Hofer & Associates
California
$908K -$20K -564 -2%
IWP
378
IAG Wealth Partners
Wisconsin
$904K +$151K +4,263 +20%
PWA
379
Phoenix Wealth Advisors
North Carolina
$899K +$342K +9,763 +61%
ECG
380
Edge Capital Group
Georgia
$866K +$455K +12,847 +111%
LA
381
Lane & Associates
New Jersey
$852K -$96.9K -2,736 -10%
BTWM
382
Baker Tilly Wealth Management
Wisconsin
$835K +$55.6K +1,569 +7%
HWM
383
HighMark Wealth Management
Minnesota
$825K +$8.29K +234 +1%
SWA
384
SOA Wealth Advisors
New York
$825K +$82.8K +2,337 +11%
SFG
385
Sunburst Financial Group
Alabama
$825K +$52.7K +1,488 +7%
SS
386
Simplicity Solutions
Minnesota
$811K -$171K -4,843 -17%
RW
387
RVW Wealth
California
$810K -$267K -7,536 -25%
HWA
388
Hilltop Wealth Advisors
North Carolina
$804K -$11.9K -335 -1%
CWM
389
Certus Wealth Management
California
$794K -$44.4K -1,255 -5%
LIM
390
Leavell Investment Management
Alabama
$793K -$120K -3,395 -13%
BGA
391
Battery Global Advisors
Massachusetts
$792K +$792K +2,256 New
EWA
392
EP Wealth Advisors
California
$788K +$240K +6,778 +44%
PWM
393
Perigon Wealth Management
California
$787K -$222K -6,265 -22%
ULWM
394
Upper Left Wealth Management
Florida
$781K +$114K +3,211 +17%
NWM
395
Northwest Wealth Management
Iowa
$775K -$3.4K -96 -0.4%
HC
396
Hamilton Capital
Ohio
$773K – – –
BWP
397
Balboa Wealth Partners
Arizona
$772K +$8.32K +235 +1%
WP
398
WealthSource Partners
California
$767K -$17.7M -499,615 -96%
SIA
399
Strategic Investment Advisors
Michigan
$757K -$56.9K -1,606 -7%
NSAM
400
North Star Asset Management
Wisconsin
$739K +$739K +20,858 New
14 15
16
17 18