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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.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-5
Holders Change %
-0.79%
% of All Funds
9.96%
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
Bank of New York Mellon
New York
$113M
2
FGAM
Financial Gravity Asset Management
Texas
$82.9M
3
Creative Planning
Creative Planning
Kansas
$837M
4
Financial Engines Advisors
Financial Engines Advisors
California
$536M
5
State Street
State Street
Massachusetts
$142M

Top Sellers

1
Jane Street
Jane Street
New York
$20M
2
AF
Allworth Financial
California
$195M
3
PAG
Private Advisor Group
New Jersey
$42.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$151M
5
MML Investors Services
MML Investors Services
Massachusetts
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFM
201
Wolff Financial Management
Michigan
$2.94M +$130K +3,875 +5%
MAWA
202
Moss Adams Wealth Advisors
Washington
$2.94M -$664K -19,789 -18%
PFG
203
PAX Financial Group
Texas
$2.93M -$23.4K -698 -0.8%
KWM
204
Kingsview Wealth Management
Oregon
$2.92M +$1.44M +42,813 +97%
WAS
205
Winch Advisory Services
Wisconsin
$2.87M +$47.1K +1,403 +2%
MWM
206
Merriman Wealth Management
Washington
$2.87M -$2.17M -64,705 -43%
RWM
207
Revisor Wealth Management
Ohio
$2.84M +$1.03M +30,554 +57%
GIA
208
Gladstone Institutional Advisory
Florida
$2.82M -$26.9K -801 -0.9%
GFWA
209
Grey Fox Wealth Advisors
Delaware
$2.82M +$2.31M +68,912 +454%
HAC
210
Harbor Advisory Corp
New Hampshire
$2.82M -$508K -15,135 -15%
MCWS
211
McKinley Carter Wealth Services
West Virginia
$2.77M -$115K -3,428 -4%
CWM
212
Collaborative Wealth Management
Florida
$2.74M +$212K +6,325 +8%
VAS
213
Vestmark Advisory Solutions
Massachusetts
$2.7M +$598K +17,827 +29%
RCM
214
Raleigh Capital Management
North Carolina
$2.64M +$904K +26,928 +52%
B
215
Bridgeworth
Alabama
$2.57M -$219K -6,527 -8%
ML
216
McAdam LLC
Pennsylvania
$2.56M +$187K +5,583 +8%
KFI
217
Key Financial Inc
Pennsylvania
$2.47M -$15.9K -473 -0.6%
G
218
Gainplan
Michigan
$2.4M +$205K +6,095 +9%
YIA
219
YHB Investment Advisors
Connecticut
$2.4M +$286K +8,520 +14%
CCA
220
Clearwater Capital Advisors
Illinois
$2.36M -$36.2K -1,079 -2%
HAS
221
HBW Advisory Services
California
$2.34M +$92.2K +2,747 +4%
AG
222
Ascent Group
Virginia
$2.31M -$195K -5,830 -8%
SCA
223
Snowden Capital Advisors
New York
$2.3M +$32.8K +976 +1%
LFG
224
Larson Financial Group
Missouri
$2.29M -$50K -1,489 -2%
BBW
225
Blue Barn Wealth
Utah
$2.29M +$173K +5,143 +8%
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