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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

625 hedge funds and large institutions have $5.77B invested in SPDR Portfolio Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 276 increasing their positions, 228 reducing their positions, and 47 closing their positions.

Holders
625
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
9.97%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.56%
New
51
Increased
276
Reduced
228
Closed
47
Calls
–
Puts
$42K
Net Calls
-$42K
Net Calls Change
-$42K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$113M
2
FGAM
2
Financial Gravity Asset Management
Texas
$82.9M
3
Creative Planning
3
Creative Planning
Kansas
$837M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$536M
5
State Street
5
State Street
Massachusetts
$142M

Top Sellers

1
Jane Street
1
Jane Street
New York
$20M
2
AF
2
Allworth Financial
California
$195M
3
PAG
3
Private Advisor Group
New Jersey
$42.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$151M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$18.6M +$18.6M +553,851 New
FSG
52
Financial Strategies Group
Michigan
$18.6M +$724K +21,578 +4%
BP
53
Ballentine Partners
Massachusetts
$18.5M +$457K +13,614 +3%
KW
54
KWB Wealth
California
$18.4M -$290K -8,432 -2%
VA
55
Valmark Advisers
Ohio
$18.4M +$521K +15,509 +3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$18.1M -$6.25M -186,127 -26%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$17.6M -$3.17M -94,671 -15%
WP
58
WealthSource Partners
California
$17.5M -$9.17M -273,121 -34%
SEIA
59
Signature Estate & Investment Advisors
California
$17.4M +$560K +16,691 +3%
FAAM
60
First Ascent Asset Management
Colorado
$17.1M +$1.78M +53,103 +12%
SWM
61
SigFig Wealth Management
California
$16.8M -$977K -28,378 -5%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$16.1M +$798K +23,773 +5%
PAS
63
Park Avenue Securities
New York
$16M +$3.42M +101,870 +27%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$15.9M +$739K +22,019 +5%
WFPG
65
Waller Financial Planning Group
Ohio
$15.7M +$33.2K +988 +0.2%
CA
66
CGN Advisors
Kansas
$15.7M +$802K +23,895 +5%
JFA
67
JNBA Financial Advisors
Minnesota
$14.4M +$517K +15,409 +4%
SWA
68
Strategies Wealth Advisors
Michigan
$14.3M +$14.3M +424,897 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$14.2M +$2.98M +88,884 +27%
VWM
70
Venturi Wealth Management
Texas
$14.2M +$14.2M +422,752 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$13.7M +$163K +4,851 +1%
RA
72
Rodgers & Associates
Pennsylvania
$13.7M +$98.4K +2,930 +0.7%
MAS
73
Meeder Advisory Services
Ohio
$13.4M -$2.45M -73,091 -15%
EFL
74
ERn Financial LLC
Wisconsin
$13.2M +$129K +3,828 +1%
AWM
75
Axxcess Wealth Management
California
$12.9M +$10.3M +307,060 +394%
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