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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 %
GJIA
476
Glass Jacobson Investment Advisors
Maryland
$492K -$17.5K -493 -3%
AAS
477
Avantax Advisory Services
Texas
$484K -$26.3K -743 -5%
CWM
478
Cabot Wealth Management
Massachusetts
$484K – – –
LFG
479
Lockerman Financial Group
California
$483K +$145K +4,083 +43%
D
480
Diversified
Delaware
$482K -$8.04K -227 -2%
SPC
481
Sigma Planning Corp
Michigan
$480K -$720K -20,331 -60%
MHWM
482
Montz Harcus Wealth Management
Louisiana
$465K +$52.4K +1,479 +13%
KFP
483
Keener Financial Planning
Texas
$458K +$458K +12,922 New
NA
484
Nottingham Advisors
New York
$452K +$236K +6,658 +109%
SSWM
485
Sheets Smith Wealth Management
North Carolina
$452K +$56.8K +1,603 +14%
JWCA
486
J.W. Cole Advisors
Florida
$451K +$45.3K +1,278 +11%
WAOI
487
Wealth Advisors of Iowa
Iowa
$447K +$3.68K +104 +0.8%
EWM
488
Empirical Wealth Management
Washington
$446K -$3.15K -89 -0.7%
NAS
489
Nicolet Advisory Services
Wisconsin
$443K -$44.3K -1,269 -9%
PIMG
490
Patriot Investment Management Group
Tennessee
$442K – – –
CAC
491
Certified Advisory Corp
Florida
$440K +$39.5K +1,115 +10%
WF
492
Warner Financial
Maryland
$439K +$439K +12,394 New
BWFA
493
Baltimore-Washington Financial Advisors
Maryland
$437K +$35.6K +1,006 +9%
IWN
494
Independent Wealth Network
Iowa
$436K -$33.2K -937 -7%
VC
495
Vicus Capital
Pennsylvania
$435K -$30.1K -851 -6%
FCM
496
Fourpath Capital Management
Oklahoma
$435K +$435K +12,271 New
OSNBOA
497
Old Second National Bank of Aurora
Illinois
$434K +$15.2K +428 +4%
LPP
498
Life Planning Partners
Florida
$434K +$434K +12,253 New
PP
499
Pacifica Partners
Canada
$431K +$22.1K +640 +5%
TPCW
500
TD Private Client Wealth
New York
$431K +$32.8K +926 +8%
18 19
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