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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.

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

Top Sellers

1
MWM
Moran Wealth Management
Florida
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$69.2M
3
WP
WealthSource Partners
California
$767K
4
UCFA
United Capital Financial Advisors
Texas
$9.57M
5
SWA
Strategies Wealth Advisors
Michigan
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
151
Windsor Capital Management
Arizona
$5.05M +$27.3K +771 +0.5%
MWM
152
Merriman Wealth Management
Washington
$5.02M +$2M +56,413 +66%
VAF
153
Values Added Financial
District of Columbia
$5.02M -$52.5K -1,484 -1%
FPCP
154
Fort Point Capital Partners
California
$4.91M -$236K -6,658 -5%
PFA
155
Pure Financial Advisors
California
$4.86M +$495K +13,966 +11%
VFG
156
Valley Financial Group
Pennsylvania
$4.85M +$4.85M +136,929 New
HPC
157
Hobart Private Capital
North Carolina
$4.81M -$936K -26,436 -16%
EFS
158
Econ Financial Services
Pennsylvania
$4.79M +$92K +2,599 +2%
LA
159
LexAurum Advisors
Kansas
$4.7M +$194K +5,466 +4%
GC
160
Grimes & Company
Massachusetts
$4.66M +$6.3K +178 +0.1%
MA
161
Mutual Advisors
Nebraska
$4.61M +$2.29M +64,569 +98%
PA
162
Probity Advisors
Texas
$4.61M +$610K +17,219 +15%
MFA
163
Millington Financial Advisors
Illinois
$4.61M +$304K +8,589 +7%
HSWS
164
Higgins & Schmidt Wealth Strategies
Colorado
$4.6M +$4.6M +129,999 New
ORG
165
Optimist Retirement Group
Washington
$4.6M +$4.6M +129,802 New
IWM
166
IHT Wealth Management
Illinois
$4.56M -$334K -9,445 -7%
FHA
167
Flagship Harbor Advisors
Massachusetts
$4.49M +$296K +8,351 +7%
FEG
168
Financial Enhancement Group
Indiana
$4.48M -$21.5K -639 -0.5%
CAL
169
Capital Analysts LLC
Pennsylvania
$4.46M +$58.6K +1,656 +1%
MWM
170
McNaughton Wealth Management
California
$4.44M +$221K +6,236 +5%
M&T Bank
171
M&T Bank
New York
$4.42M -$958K -27,065 -18%
SQA
172
Simon Quick Advisors
New Jersey
$4.42M -$82.9K -2,340 -2%
MPW
173
MA Private Wealth
California
$4.41M -$9M -254,084 -67%
GVAG
174
Great Valley Advisor Group
Delaware
$4.39M +$49.3K +1,392 +1%
RA
175
Riversedge Advisors
Delaware
$4.37M -$24.2K -683 -0.6%
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