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SPDR Portfolio Emerging Markets ETF
SPEM

Overview Fund Activity

395 hedge funds and large institutions have $1.86B invested in SPDR Portfolio Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 169 increasing their positions, 136 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
8.73%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.64%
New
59
Increased
169
Reduced
136
Closed
71
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$270M
2
LPL Financial
LPL Financial
California
+$19M
3
Wells Fargo
Wells Fargo
California
+$18.1M
4
CIA
CSat Investment Advisory
Michigan
+$17.7M
5
TI
Tidal Investments
Wisconsin
+$17.7M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$62.7M
2
PI
PFS Investments
Georgia
-$36.8M
3
SMM
Stadion Money Management
Georgia
-$32.4M
4
GC
Grimes & Company
Massachusetts
-$18.9M
5
JMFC
J.M. Forbes & Co
Massachusetts
-$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
176
Boltwood Capital Management
California
$1.05M +$655K +23,042 +165%
BHWM
177
Bay Harbor Wealth Management
Maryland
$1.02M +$396K +13,930 +63%
HAS
178
HBW Advisory Services
California
$1.02M +$31.9K +1,082 +3%
CI
179
CX Institutional
Indiana
$1.02M +$331K +11,620 +48%
AAS
180
Annex Advisory Services
Wisconsin
$1.01M -$91.6K -3,218 -8%
CCFM
181
Clear Creek Financial Management
Washington
$995K -$13.4K -450 -1%
PWPS
182
Pinnacle Wealth Planning Services
Ohio
$995K +$177K +6,782 +22%
IB
183
Intrust Bank
Kansas
$986K +$337K +11,854 +52%
SCM
184
Southport Capital Management
Tennessee
$980K +$75.9K +2,668 +8%
Mariner
185
Mariner
Kansas
$972K +$372K +13,087 +62%
Truist Financial
186
Truist Financial
North Carolina
$959K -$104K -3,654 -10%
BSW
187
Buckingham Strategic Wealth
Missouri
$953K +$953K +33,496 New
CAC
188
Certified Advisory Corp
Florida
$947K +$124K +4,365 +15%
DAS
189
Dynamic Advisor Solutions
Arizona
$946K -$42.5K -1,493 -4%
CAL
190
Capital Analysts LLC
Pennsylvania
$939K -$279K -9,809 -23%
LOIM
191
Liberty One Investment Management
Illinois
$907K +$14.1K +496 +2%
JWA
192
JFS Wealth Advisors
Pennsylvania
$893K +$729K +25,602 +443%
CWM
193
Cabot Wealth Management
Massachusetts
$893K +$893K +31,392 New
AIS
194
American Investment Services
Massachusetts
$873K +$180K +6,315 +26%
HR
195
Hayden Royal
North Carolina
$864K -$420K -14,755 -33%
OCM
196
One Capital Management
California
$841K +$841K +29,548 New
LFG
197
Larson Financial Group
Missouri
$838K +$825K +28,984 +6,128%
JPMPWA
198
J.P. Morgan Private Wealth Advisors
California
$822K -$189K -6,623 -19%
BJL
199
Brighton Jones LLC
Washington
$810K -$4.47K -157 -0.5%
CFGS
200
Concourse Financial Group Securities
Alabama
$793K +$12K +423 +2%
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8
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