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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 %
AF
401
Apollon Financial
South Carolina
$736K +$736K +20,796 New
RFG
402
Range Financial Group
Oregon
$733K +$26.2K +740 +4%
GSC
403
G&S Capital
Colorado
$726K -$7.68K -217 -1%
ECA
404
Elevated Capital Advisors
Utah
$722K +$722K +20,400 New
WFAG
405
Worth Financial Advisory Group
North Carolina
$718K +$70.6K +1,994 +11%
HWM
406
Hassell Wealth Management
Louisiana
$710K -$47.2K -1,377 -6%
TCM
407
Triumph Capital Management
Colorado
$705K +$113K +3,186 +19%
Citigroup
408
Citigroup
New York
$705K +$30.9K +874 +5%
AR
409
Apeiron RIA
Texas
$703K +$17.9K +505 +3%
AA
410
Aire Advisors
California
$697K +$7.54K +213 +1%
CF
411
Convergence Financial
Missouri
$695K +$454K +12,825 +188%
BFM
412
Broadview Financial Management
Wisconsin
$690K -$79.5K -2,246 -10%
EI
413
Ellevest Inc
New York
$687K – – –
OC
414
Oppenheimer & Co
New York
$678K +$2.94K +83 +0.4%
MGW
415
MB Generational Wealth
Washington
$674K +$674K +19,036 New
RFN
416
Redwood Financial Network
Ohio
$672K -$5.7K -161 -0.8%
GC
417
Gilbert & Cook
Iowa
$659K +$280K +7,912 +74%
CSB
418
City State Bank
Iowa
$659K -$3.89K -110 -0.6%
CAS
419
Coppell Advisory Solutions
Texas
$640K +$501K +14,142 +360%
RWPA
420
Richard W. Paul & Associates
Michigan
$633K -$27.9K -787 -4%
MFA
421
Morling Financial Advisors
California
$629K +$4.43K +125 +0.7%
CW
422
Cooksen Wealth
Texas
$625K +$625K +17,653 New
CAM
423
Cozad Asset Management
Illinois
$623K +$109K +3,088 +21%
SPIA
424
Steward Partners Investment Advisory
New York
$619K -$2.59K -73 -0.4%
FFA
425
Fragasso Financial Advisors
Pennsylvania
$619K -$147K -4,163 -19%
15 16
17
18 19