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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

615 hedge funds and large institutions have $5.61B invested in SPDR Portfolio Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+49
Holders Change %
+8.66%
% of All Funds
9.92%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.61%
New
111
Increased
256
Reduced
208
Closed
47
Calls
$2.12M
Puts
–
Net Calls
+$2.12M
Net Calls Change
+$81K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$430M
2
AF
2
Allworth Financial
California
$227M
3
HC
3
Hamilton Capital
Ohio
$60.3M
4
3AM
4
3EDGE Asset Management
Florida
$56.6M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$32.8M

Top Sellers

1
BF
1
Brooklyn FI
New York
$5.64M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$912K
3
VWM
3
Venturi Wealth Management
Texas
$8.45M
4
MAM
4
Meeder Asset Management
Ohio
$2.69M
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
426
Howard Financial Services
Texas
$373K +$3.79K +115 +1%
TSA
427
Tri-Star Advisors
Texas
$363K -$1.13K -32 -0.3%
UAS
428
United Asset Strategies
New York
$358K -$15.4K -467 -4%
IHWM
429
Iron Horse Wealth Management
Iowa
$357K +$218K +6,606 +157%
EWA
430
EP Wealth Advisors
California
$355K +$355K +10,757 New
MHWM
431
Montz Harcus Wealth Management
Louisiana
$351K +$17.9K +542 +5%
NEGWA
432
New England Guild Wealth Advisors
Connecticut
$343K +$14.6K +443 +4%
CIAS
433
Capital Investment Advisory Services
North Carolina
$336K -$7.48K -227 -2%
RSA
434
River Street Advisors
Illinois
$335K +$335K +10,174 New
EP
435
Eudaimonia Partners
Tennessee
$335K +$335K +10,162 New
FIM
436
Freedom Investment Management
Connecticut
$332K -$2.6K -79 -0.8%
EGA
437
E&G Advisors
Texas
$330K -$123K -3,727 -27%
CPIG
438
Chicago Partners Investment Group
Illinois
$329K +$58.9K +1,689 +22%
NB
439
NBT Bank
New York
$329K +$329K +9,973 New
TPA
440
Trivium Point Advisory
Connecticut
$327K +$10.6K +308 +3%
TA
441
TFG Advisers
Michigan
$323K -$110K -3,347 -25%
CA
442
Claro Advisors
Massachusetts
$322K +$69.2K +2,099 +27%
LDFR
443
Lehman & Derafelo Financial Resources
Pennsylvania
$320K +$93.9K +2,850 +42%
LBC
444
Lowe Brockenbrough & Co
Virginia
$316K +$316K +9,600 New
SFA
445
Sequoia Financial Advisors
Ohio
$316K +$316K +9,600 New
PP
446
Pacifica Partners
Canada
$313K +$9.99K +300 +3%
WWP
447
WR Wealth Planners
Missouri
$312K +$312K +9,479 New
HWA
448
Heartwood Wealth Advisors
Virginia
$311K +$311K +9,424 New
SB
449
Strategic Blueprint
Georgia
$307K -$21.3K -646 -6%
PWA
450
Phoenix Wealth Advisors
North Carolina
$304K +$304K +9,225 New
16 17
18
19 20