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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.

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 %
WWA
51
WCG Wealth Advisors
Nevada
$20.6M -$3.31M -93,349 -14%
TC
52
Trilogy Capital
California
$20.6M +$580K +16,372 +3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$20.5M +$1.4M +39,432 +7%
FAAM
54
First Ascent Asset Management
Colorado
$20.2M +$2.23M +62,921 +12%
FSG
55
Financial Strategies Group
Michigan
$19.7M +$612K +17,746 +3%
BP
56
Ballentine Partners
Massachusetts
$19.2M -$367K -10,372 -2%
ACM
57
AlphaStar Capital Management
North Carolina
$18.6M -$2.09M -59,078 -10%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$18.3M -$4.13M -116,768 -18%
KW
59
KWB Wealth
California
$18.1M -$859K -24,248 -5%
PAS
60
Park Avenue Securities
New York
$17.6M +$732K +20,664 +4%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$17.3M +$348K +9,829 +2%
CA
62
CGN Advisors
Kansas
$17.1M +$576K +16,263 +3%
NEWAS
63
N.E.W. Advisory Services
Wisconsin
$17M +$217K +6,115 +1%
WFPG
64
Waller Financial Planning Group
Ohio
$16.9M +$269K +7,594 +2%
HWMA
65
Heritage Wealth Management (Arizona)
Arizona
$16.8M +$16.8M +475,630 New
JFA
66
JNBA Financial Advisors
Minnesota
$16.4M +$1.21M +34,261 +8%
Charles Schwab
67
Charles Schwab
California
$16M -$3.57M -100,700 -18%
SWM
68
SigFig Wealth Management
California
$16M -$1.56M -43,483 -9%
AWM
69
Axxcess Wealth Management
California
$15.9M +$2.28M +64,462 +17%
SEI Investments
70
SEI Investments
Pennsylvania
$15.2M +$15.2M +427,913 New
MML Investors Services
71
MML Investors Services
Massachusetts
$15.1M +$1.9M +53,712 +14%
SEIA
72
Signature Estate & Investment Advisors
California
$15M -$3.29M -92,984 -18%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$15M +$500K +14,108 +3%
NA
74
NewEdge Advisors
Louisiana
$14.8M +$1.75M +49,493 +13%
VWM
75
Venturi Wealth Management
Texas
$14.5M -$432K -12,208 -3%
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3
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