SPEM icon

SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

721 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 133 funds opening new positions, 293 increasing their positions, 246 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+96
Holders Change %
+15.36%
% of All Funds
10.57%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.69%
New
133
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 %
CAG
451
Curtis Advisory Group
California
$547K +$547K +15,456 New
MWAM
452
Manhattan West Asset Management
California
$540K -$482K -13,616 -47%
PCA
453
Prosperity Capital Advisors
Ohio
$539K +$38.6K +1,090 +8%
MW
454
Maia Wealth
Colorado
$536K +$536K +15,134 New
HKIMG
455
Hutchens & Kramer Investment Management Group
Indiana
$533K -$26.1K -737 -5%
PSIWM
456
Paradigm Strategies in Wealth Management
Minnesota
$527K -$304K -8,596 -37%
FMWA
457
Forvis Mazars Wealth Advisors
Missouri
$525K -$44.7K -1,261 -8%
ASN
458
Advisory Services Network
Georgia
$525K +$262K +7,410 +100%
FW
459
FirstPurpose Wealth
Utah
$523K -$64.7K -1,828 -11%
AWAU
460
Alliance Wealth Advisors (Utah)
Utah
$522K -$111K -3,148 -18%
IGWM
461
ICA Group Wealth Management
Colorado
$522K +$52K +1,468 +11%
PFA
462
Professional Financial Advisors
Nebraska
$520K -$101K -2,845 -16%
FPIS
463
Financial Planning & Information Services
Wisconsin
$519K -$110K -3,118 -18%
TSS
464
Two Sigma Securities
New York
$519K +$140K +3,950 +37%
RFA
465
Resurgent Financial Advisors
Georgia
$515K +$602 +17 +0.1%
CIC
466
Carnegie Investment Counsel
Ohio
$514K -$24.6K -694 -5%
TW
467
Towerpoint Wealth
California
$509K -$6.37K -180 -1%
IPWA
468
International Private Wealth Advisors
California
$509K +$509K +14,375 New
SWM
469
Sterling Wealth Management
Illinois
$507K +$507K +14,315 New
LCWP
470
Legacy Capital Wealth Partners
Arkansas
$504K +$504K +14,247 New
CA
471
Calton & Associates
Florida
$504K +$504K +14,237 New
CRA
472
Clear Rock Advisors
Texas
$503K +$503K +14,410 New
GHAM
473
Gilman Hill Asset Management
Connecticut
$497K – – –
PWM
474
Penobscot Wealth Management
Maine
$496K -$188K -5,301 -27%
SAM
475
Sequent Asset Management
Texas
$496K +$496K +14,007 New
17 18
19
20 21