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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

619 hedge funds and large institutions have $5.24B invested in SPDR Portfolio Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
9.91%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.56%
New
64
Increased
288
Reduced
196
Closed
45
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$2.12M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$183M
2
Ameriprise
2
Ameriprise
Minnesota
$162M
3
PI
3
PFS Investments
Georgia
$99.8M
4
LPL Financial
4
LPL Financial
California
$263M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$147M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$1.65M
2
3AM
2
3EDGE Asset Management
Florida
$0
3
PFO
3
Pathstone Family Office
New Jersey
$31M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$4.14M
5
KOC
5
Koss-Olinger Consulting
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
526
Cary Street Partners Investment Advisory
Virginia
$200K -$25.3K -740 -11%
IGWM
527
ICA Group Wealth Management
Colorado
$192K +$105K +3,062 +119%
CIAS
528
Capital Investment Advisory Services
North Carolina
$192K -$156K -4,585 -45%
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$191K +$8.43K +247 +5%
MWC
530
MBM Wealth Consultants
Missouri
$182K – – –
AF
531
Advisornet Financial
Minnesota
$162K +$61.4K +1,800 +61%
TIM
532
Thompson Investment Management
Wisconsin
$161K +$161K +4,726 New
MFA
533
McClarren Financial Advisors
Pennsylvania
$160K -$323 -10 -0.2%
CA
534
Clearstead Advisors
Ohio
$138K – – –
SMA
535
Sage Mountain Advisors
Georgia
$133K – – –
SWM
536
Spire Wealth Management
Virginia
$117K +$6.01K +176 +5%
OFG
537
Oxford Financial Group
Indiana
$114K – – –
HNB
538
Huntington National Bank
Ohio
$111K -$37.5K -1,100 -25%
CMBA
539
C.M. Bidwell & Associates
Hawaii
$105K – – –
BA
540
Ballast Advisors
Minnesota
$103K +$40.9K +1,198 +65%
HIIFS
541
Harel Insurance Investments & Financial Services
Israel
$103K +$34.3K +1,000 +50%
AAS
542
Ameritas Advisory Services
Nebraska
$99.2K +$99.2K +2,920 New
RBC
543
Roble Belko & Company
Pennsylvania
$96K – – –
CP
544
Castleview Partners
Texas
$85.2K +$478 +14 +0.6%
AWM
545
Avior Wealth Management
Nebraska
$83.2K – – –
TRCT
546
Tower Research Capital (TRC)
New York
$82K +$82K +2,393 +239,300%
CWP
547
Concord Wealth Partners
Virginia
$81.4K -$51K -1,494 -39%
SIC
548
Salem Investment Counselors
North Carolina
$75.3K – – –
BWL
549
Bogart Wealth LLC
Virginia
$75.1K +$68K +1,992 +958%
VNA
550
Valley National Advisers
Pennsylvania
$75K -$4.5K -132 -6%
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