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
1
Morgan Stanley
New York
$157M
2
Jane Street
2
Jane Street
New York
$59.6M
3
RJA
3
Raymond James & Associates
Florida
$36.1M
4
HI
4
Horizon Investments
North Carolina
$219M
5
KOC
5
Koss-Olinger Consulting
Florida
$25.8M

Top Sellers

1
MWM
1
Moran Wealth Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$69.2M
3
WP
3
WealthSource Partners
California
$767K
4
UCFA
4
United Capital Financial Advisors
Texas
$9.57M
5
SWA
5
Strategies Wealth Advisors
Michigan
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
601
Benedetti & Gucer
Georgia
$201K +$201K +5,673 New
SW
602
SVB Wealth
Massachusetts
$201K +$201K +5,664 New
NCM
603
Northwest Capital Management
Oregon
$199K +$2.02K +57 +1%
VAG
604
VisionPoint Advisory Group
Texas
$188K +$59.9K +1,691 +47%
FWM
605
Focused Wealth Management
New York
$179K -$84.5K -2,387 -32%
AF
606
Advisornet Financial
Minnesota
$179K +$51.6K +1,458 +40%
WP
607
WealthShield Partners
North Carolina
$170K -$364K -10,267 -68%
LWANC
608
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K -$8.53K -241 -5%
IHWM
609
Iron Horse Wealth Management
Iowa
$169K -$212 -6 -0.1%
Jones Financial Companies
610
Jones Financial Companies
Missouri
$160K +$160K +4,533 New
MFA
611
McClarren Financial Advisors
Pennsylvania
$160K -$8.13K -230 -5%
GA
612
GoalVest Advisory
New York
$156K -$1.07M -30,155 -87%
SWM
613
Sanctuary Wealth Management
Idaho
$148K +$8.5K +240 +6%
HGERS
614
Householder Group Estate & Retirement Specialist
Arizona
$144K -$41.9K -1,184 -23%
PNC Financial Services Group
615
PNC Financial Services Group
Pennsylvania
$141K +$23.4K +661 +20%
SMA
616
Sage Mountain Advisors
Georgia
$138K – – –
FCA
617
FinTrust Capital Advisors
South Carolina
$138K +$100K +2,825 +265%
RPCA
618
Running Point Capital Advisors
California
$126K -$341K -9,641 -73%
CJ
619
Caitlin John
Michigan
$122K +$122K +3,437 New
TRCT
620
Tower Research Capital (TRC)
New York
$120K +$120K +3,394 New
OFG
621
Oxford Financial Group
Indiana
$119K – – –
FFA
622
Founders Financial Alliance
North Carolina
$118K +$3.72K +105 +3%
TWM
623
Tradition Wealth Management
Minnesota
$112K -$110K -3,113 -50%
CIAS
624
Capital Investment Advisory Services
North Carolina
$112K -$84.5K -2,385 -43%
HNB
625
Huntington National Bank
Ohio
$108K +$6.55K +185 +6%
23 24
25
26 27