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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

815 hedge funds and large institutions have $9.68B invested in SPDR Portfolio Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 330 increasing their positions, 285 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+55
Holders Change %
+7.24%
% of All Funds
10.85%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.65%
New
122
Increased
330
Reduced
285
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$113M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$103M
3
Morgan Stanley
Morgan Stanley
New York
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$226M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$69.1M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.15B
2
State Street
State Street
Massachusetts
$213M
3
WFPG
Waller Financial Planning Group
Ohio
$1.28M
4
RIM
Redwood Investment Management
Arizona
$0
5
AssetMark Inc
AssetMark Inc
California
$74.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
451
Private Trust Company
Ohio
$723K +$270K +7,032 +60%
AWAU
452
Alliance Wealth Advisors (Utah)
Utah
$719K +$12.7K +330 +2%
KA
453
Klingman & Associates
New York
$718K – – –
ATC
454
Argent Trust Co
Tennessee
$717K +$406K +10,589 +131%
VCP
455
Verus Capital Partners
Arizona
$708K -$22.9K -598 -3%
NRI
456
NFP Retirement Inc
California
$707K +$57.6K +1,500 +9%
MPW
457
MA Private Wealth
California
$704K -$62.7K -1,634 -8%
LFG
458
Lockerman Financial Group
California
$700K -$34.2K -892 -5%
MHWM
459
Montz Harcus Wealth Management
Louisiana
$690K +$69K +1,799 +11%
RWP
460
RWA Wealth Partners
Massachusetts
$674K +$259K +6,745 +62%
AQR Capital Management
461
AQR Capital Management
Connecticut
$668K +$327K +8,532 +96%
KCP
462
Kera Capital Partners
California
$666K +$666K +17,367 New
RWA
463
Rooted Wealth Advisors
Illinois
$661K -$81.1K -2,119 -11%
NWAG
464
Net Worth Advisory Group
Utah
$652K -$69.3K -1,805 -10%
IJWM
465
Inman Jager Wealth Management
Mississippi
$648K +$648K +16,886 New
AWM
466
Apollon Wealth Management
South Carolina
$644K +$5.83K +152 +0.9%
NPAN
467
Northeast Planning Associates NH
New Hampshire
$637K +$637K +16,607 New
GC
468
Gilbert & Cook
Iowa
$636K – – –
CCA
469
Coign Capital Advisors
Utah
$635K +$635K +16,558 New
DB
470
Dravo Bay
Delaware
$635K +$270K +7,035 +74%
VFG
471
Valley Financial Group
Pennsylvania
$634K -$10.8K -281 -2%
MFA
472
Morling Financial Advisors
California
$633K -$1.77K -46 -0.3%
AO
473
Advisor OS
Illinois
$629K -$12.8K -334 -2%
SSWM
474
Sheets Smith Wealth Management
North Carolina
$625K -$43K -1,121 -6%
HWA
475
Hilltop Wealth Advisors
North Carolina
$625K -$35.1K -916 -5%
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