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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 %
JMFC
101
J.M. Forbes & Co
Massachusetts
$9.6M +$128K +3,607 +1%
UCFA
102
United Capital Financial Advisors
Texas
$9.57M -$14.6M -413,722 -60%
FWI
103
Facet Wealth Inc
Maryland
$9.27M -$979K -28,004 -10%
IWC
104
Integrated Wealth Concepts
Massachusetts
$9.14M +$3.55M +100,240 +64%
AWS
105
Atria Wealth Solutions
New York
$8.8M +$2.02M +57,111 +30%
OWM
106
Opes Wealth Management
California
$8.6M +$301K +8,511 +4%
T
107
TrueFG
Texas
$8.5M -$127K -3,593 -1%
FI
108
Financial Insights
Washington
$8.36M -$715K -20,186 -8%
GM
109
GeoWealth Management
Illinois
$8.04M +$1M +28,309 +14%
AFWM
110
Abich Financial Wealth Management
Virginia
$7.93M +$7.93M +224,022 New
Goldman Sachs
111
Goldman Sachs
New York
$7.85M +$7.54M +213,046 +2,503%
TIM
112
Tortoise Investment Management
New York
$7.79M -$17.8K -504 -0.2%
PFM
113
Peak Financial Management
Massachusetts
$7.76M +$322K +9,083 +4%
MFG
114
Merit Financial Group
Georgia
$7.31M +$1.67M +47,155 +30%
RI
115
Rinkey Investments
California
$7.27M -$569K -16,058 -7%
OFS
116
OneAscent Financial Services
Alabama
$7.26M +$7.26M +205,114 New
FFS
117
Founders Financial Securities
Maryland
$7.16M +$1.93M +54,595 +37%
TFA
118
TPG Financial Advisors
Oregon
$7.15M +$521K +14,917 +8%
BCM
119
Brookstone Capital Management
Illinois
$7.1M -$5.47M -154,598 -44%
OPS
120
Orion Portfolio Solutions
Nebraska
$7.06M +$1.04M +29,887 +17%
BCI
121
Brinker Capital Investments
Pennsylvania
$7.06M +$1.04M +29,887 +17%
WAAG
122
Wealth Alliance Advisory Group
Kansas
$6.88M +$291K +8,230 +4%
MSA
123
Marathon Strategic Advisors
Pennsylvania
$6.86M +$6.86M +193,731 New
RIA
124
Regal Investment Advisors
Michigan
$6.66M -$78K -2,204 -1%
CFD
125
Creative Financial Designs
Indiana
$6.57M +$244K +6,904 +4%
3 4
5
6 7