QEMM Institutional Ownership
State Street SPDR MSCI Emerging Markets StrategicFactors ETF
1W: -1.6%
1M: -1.4%
3M: +1.2%
YTD: +20.0%
1Y: +25.8%
3Y: +70.2%
5Y: +45.9%
$81.09
+0.79 (+0.99%)
Pre-Market: $80.78 (-0.32, -0.39%)
Weekly Expected Move ±2.3%
$77
$79
$81
$83
$85
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QEMM
35
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
36M
Total Invested
4
New Positions
14
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 182,997 | 15M | +43,749 | +31.4% | 36Q | SEC ↗ |
| 2 | CABOT WEALTH MANAGEMENT INC | 74,171 | 6M | +25,964 | +53.9% | 25Q | SEC ↗ |
| 3 | Premier Path Wealth Partners, LLC | 44,797 | 4M | +5,084 | +12.8% | 11Q | SEC ↗ |
| 4 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20,214 | 2M | +16,798 | +491.7% | 6Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC NEW | 14,286 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Capital Advisors, Ltd. LLC | 12,573 | 1M | +711 | +6.0% | 40Q | SEC ↗ |
| 7 | ASPIRIANT, LLC | 12,092 | 981K | — | +0.0% | 34Q | SEC ↗ |
| 8 | APPLETON PARTNERS INC/MA | 11,229 | 911K | -270 | -2.3% | 38Q | SEC ↗ |
| 9 | Ariadne Wealth Management, LP | 7,935 | 643K | -785 | -9.0% | 9Q | SEC ↗ |
| 10 | Equitable Holdings, Inc. | 7,611 | 617K | +505 | +7.1% | 11Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 6,111 | 496K | +2,480 | +68.3% | 15Q | SEC ↗ |
| 12 | Ethic Inc. | 5,778 | 469K | +3 | +0.1% | 2Q | SEC ↗ |
| 13 | Keystone Financial Group | 5,717 | 464K | +134 | +2.4% | 4Q | SEC ↗ |
| 14 | Western Wealth Management, LLC | 5,382 | 436K | -1,431 | -21.0% | 3Q | SEC ↗ |
| 15 | Lutz Financial Services LLC | 5,015 | 407K | — | +0.0% | 35Q | SEC ↗ |
| 16 | MORGAN STANLEY | 4,688 | 380K | -19 | -0.4% | 47Q | SEC ↗ |
| 17 | KWB Wealth | 4,370 | 354K | — | +0.0% | 15Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 4,031 | 327K | +40 | +1.0% | 5Q | SEC ↗ |
| 19 | Strategic Financial Partners, Ltd. | 3,954 | 321K | +13 | +0.3% | 6Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 3,604 | 292K | +2 | +0.1% | 16Q | SEC ↗ |
| 21 | SENTINEL PENSION ADVISORS, LLC | 3,161 | 256K | +21 | +0.7% | 4Q | SEC ↗ |
| 22 | Portland Financial Advisors Inc | 3,033 | 246K | — | +0.0% | 4Q | SEC ↗ |
| 23 | LANARK FINANCIAL, INC. | 1,229 | 100K | — | +0.0% | 12Q | SEC ↗ |
| 24 | Geneos Wealth Management Inc. | 597 | 48K | +6 | +1.0% | 32Q | SEC ↗ |
| 25 | Medallion Wealth Advisors, LLC | 589 | 48K | — | +0.0% | 7Q | SEC ↗ |
| 26 | VSM Wealth Advisory, LLC NEW | 488 | 40K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC NEW | 338 | 27K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Asset Dedication, LLC | 277 | 22K | -17 | -5.8% | 43Q | SEC ↗ |
| 29 | AdvisorNet Financial, Inc | 159 | 13K | — | +0.0% | 30Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 153 | 12K | -25 | -14.0% | 41Q | SEC ↗ |
| 31 | CWM, LLC | 128 | 10K | -19 | -12.9% | 6Q | SEC ↗ |
| 32 | Global Retirement Partners, LLC NEW | 87 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Golden State Wealth Management, LLC | 72 | 6K | — | +0.0% | 7Q | SEC ↗ |
| 34 | RED REEF ADVISORS LLC | 8 | 1K | — | +0.0% | 3Q | SEC ↗ |
| 35 | WELLS FARGO & COMPANY/MN | 1 | 0K | — | +0.0% | 22Q | SEC ↗ |
| 36 | Allworth Financial LP | 0 | 0K | -36 | -100.0% | 1Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 0 | 0K | -12,611 | -100.0% | 10Q | SEC ↗ |
| 38 | OLD MISSION CAPITAL LLC | 0 | 0K | -14,504 | -100.0% | 6Q | SEC ↗ |
| 39 | Virtu Financial LLC | 0 | 0K | -17,783 | -100.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 14,286 | 1M |
| VSM Wealth Advisory, LLC | 488 | 40K |
| Integrated Wealth Concepts LLC | 338 | 27K |
| Global Retirement Partners, LLC | 87 | 7K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Virtu Financial LLC | 17,783 | 1M |
| OLD MISSION CAPITAL LLC | 14,504 | 1M |
| JANE STREET GROUP, LLC | 12,611 | 1M |
| Allworth Financial LP | 36 | 3K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +43,749 | +31.4% | 182,997 |
| CABOT WEALTH MANAGEMENT INC | +25,964 | +53.9% | 74,171 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +16,798 | +491.7% | 20,214 |
| Premier Path Wealth Partners, LLC | +5,084 | +12.8% | 44,797 |
| BANK OF AMERICA CORP /DE | +2,480 | +68.3% | 6,111 |
| Capital Advisors, Ltd. LLC | +711 | +6.0% | 12,573 |
| Equitable Holdings, Inc. | +505 | +7.1% | 7,611 |
| Keystone Financial Group | +134 | +2.4% | 5,717 |
| COMMONWEALTH EQUITY SERVICES, LLC | +40 | +1.0% | 4,031 |
| SENTINEL PENSION ADVISORS, LLC | +21 | +0.7% | 3,161 |
| Strategic Financial Partners, Ltd. | +13 | +0.3% | 3,954 |
| Geneos Wealth Management Inc. | +6 | +1.0% | 597 |
| Ethic Inc. | +3 | +0.1% | 5,778 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +2 | +0.1% | 3,604 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Western Wealth Management, LLC | -1,431 | -21.0% | 5,382 |
| Ariadne Wealth Management, LP | -785 | -9.0% | 7,935 |
| APPLETON PARTNERS INC/MA | -270 | -2.3% | 11,229 |
| ROYAL BANK OF CANADA | -25 | -14.0% | 153 |
| CWM, LLC | -19 | -12.9% | 128 |
| MORGAN STANLEY | -19 | -0.4% | 4,688 |
| Asset Dedication, LLC | -17 | -5.8% | 277 |