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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
+$95.8M
2
Jane Street
Jane Street
New York
+$38.5M
3
RJA
Raymond James & Associates
Florida
+$29.5M
4
HI
Horizon Investments
North Carolina
+$26.9M
5
KOC
Koss-Olinger Consulting
Florida
+$25.8M

Top Sellers

1
MWM
Moran Wealth Management
Florida
-$22.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$21.1M
3
WP
WealthSource Partners
California
-$17.7M
4
UCFA
United Capital Financial Advisors
Texas
-$14.6M
5
SWA
Strategies Wealth Advisors
Michigan
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
201
ARQ Wealth Advisors
Arizona
$3.66M +$155K +4,384 +4%
CIAS
202
CFS Investment Advisory Services
New Jersey
$3.66M +$157K +4,447 +4%
TFA
203
Tranquilli Financial Advisor
New Jersey
$3.6M +$19.8K +558 +0.6%
PWPS
204
Pinnacle Wealth Planning Services
Ohio
$3.59M +$161K +4,544 +5%
AL
205
ADE LLC
Maryland
$3.58M +$23.4K +660 +0.7%
DAS
206
Dynamic Advisor Solutions
Arizona
$3.55M +$1.59M +45,493 +81%
MPW
207
Melone Private Wealth
Michigan
$3.52M +$3.52M +99,541 New
MWM
208
Mascoma Wealth Management
New Hampshire
$3.47M -$139K -3,914 -4%
SC
209
Savant Capital
Illinois
$3.47M -$322K -9,090 -8%
GFWA
210
Grey Fox Wealth Advisors
Delaware
$3.45M +$476K +13,442 +16%
AWMG
211
Alliance Wealth Management Group
New Jersey
$3.45M +$3.45M +97,485 New
WFP
212
Wrenne Financial Planning
Kentucky
$3.44M +$3.44M +97,073 New
HFS
213
Horizon Financial Services
North Carolina
$3.38M +$50.6K +1,428 +2%
ATC
214
Advantage Trust Company
Kansas
$3.37M +$3.37M +95,279 New
VAS
215
Vestmark Advisory Solutions
Massachusetts
$3.36M +$517K +14,600 +18%
CA
216
Continuum Advisory
Idaho
$3.36M -$236K -6,659 -7%
AI
217
Atria Investments
North Carolina
$3.32M +$3.32M +93,699 New
WFM
218
Wolff Financial Management
Michigan
$3.32M +$213K +6,027 +7%
OAP
219
One Advisory Partners
Kansas
$3.29M -$1.44M -40,665 -30%
KWM
220
Kingsview Wealth Management
Oregon
$3.23M +$150K +4,223 +5%
OWA
221
ORBA Wealth Advisors
Illinois
$3.21M +$3.21M +90,642 New
MCWS
222
McKinley Carter Wealth Services
West Virginia
$3.18M +$256K +7,219 +9%
VIM
223
Vista Investment Management
Pennsylvania
$3.18M +$74.8K +2,112 +2%
RCM
224
Raleigh Capital Management
North Carolina
$3.16M +$370K +10,438 +13%
KFI
225
Key Financial Inc
Pennsylvania
$3.07M +$464K +13,094 +18%
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