SPEM Institutional Ownership
State Street SPDR Portfolio Emerging Markets ETF
1W: -1.2%
1M: -1.7%
3M: -0.2%
YTD: +8.6%
1Y: +10.2%
3Y: +64.2%
5Y: +37.4%
$51.91
+0.41 (+0.80%)
Weekly Expected Move ±2.0%
$50
$51
$52
$53
$54
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPEM
1,081
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
96
New Positions
450
Increased
393
Reduced
46
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1140 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 21,397,101 | 1.1B | -373,978 | -1.7% | 33Q | SEC ↗ |
| 2 | Sixth Street Partners Management Compa NEW | 18,828,888 | 977M | — | +0.0% | 1Q | SEC ↗ |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 18,828,888 | 977M | +520,987 | +2.8% | 12Q | SEC ↗ |
| 4 | LPL Financial LLC | 17,883,639 | 928M | +1,186,999 | +7.1% | 54Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 11,142,176 | 578M | +4,719,255 | +73.5% | 15Q | SEC ↗ |
| 6 | MORGAN STANLEY | 9,425,063 | 489M | +448,251 | +5.0% | 60Q | SEC ↗ |
| 7 | Allworth Financial LP | 7,221,745 | 375M | -2,109,997 | -22.6% | 34Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 7,088,993 | 368M | -400,132 | -5.3% | 35Q | SEC ↗ |
| 9 | STATE STREET CORP | 5,231,398 | 272M | +329,626 | +6.7% | 46Q | SEC ↗ |
| 10 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 4,126,010 | 214M | -7,519 | -0.2% | 2Q | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 3,892,454 | 202M | -12,929,734 | -76.9% | 27Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 3,540,844 | 184M | +677,158 | +23.6% | 30Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 3,484,842 | 181M | +364,273 | +11.7% | 16Q | SEC ↗ |
| 14 | Cerity Partners LLC | 3,376,307 | 175M | +117,135 | +3.6% | 13Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,360,781 | 174M | -98,711 | -2.9% | 33Q | SEC ↗ |
| 16 | Horizon Investments, LLC | 3,348,734 | 174M | -754,500 | -18.4% | 18Q | SEC ↗ |
| 17 | CWM, LLC | 2,985,833 | 155M | +547,581 | +22.5% | 18Q | SEC ↗ |
| 18 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,423,495 | 126M | +47,054 | +2.0% | 4Q | SEC ↗ |
| 19 | UBS Group AG | 2,398,745 | 125M | +38,118 | +1.6% | 47Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 2,333,463 | 121M | -124,464 | -5.1% | 15Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 2,235,419 | 116M | +127,229 | +6.0% | 71Q | SEC ↗ |
| 22 | Focus Partners Wealth | 2,148,441 | 112M | -68,033 | -3.1% | 11Q | SEC ↗ |
| 23 | Envestnet Portfolio Solutions, Inc. | 2,123,055 | 110M | +237,526 | +12.6% | 12Q | SEC ↗ |
| 24 | Betterment LLC | 2,099,840 | 109M | -48,893 | -2.3% | 26Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 1,938,678 | 101M | -7,175 | -0.4% | 23Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 1,839,674 | 95M | -131,135 | -6.7% | 7Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 1,590,899 | 83M | +256,322 | +19.2% | 26Q | SEC ↗ |
| 28 | ASSETMARK, INC | 1,506,098 | 78M | +47,630 | +3.3% | 52Q | SEC ↗ |
| 29 | Private Advisor Group, LLC | 1,382,153 | 72M | +262,307 | +23.4% | 32Q | SEC ↗ |
| 30 | Advisory Alpha, LLC | 1,335,026 | 69M | +4,664 | +0.4% | 35Q | SEC ↗ |
| 31 | Equitable Holdings, Inc. | 1,302,040 | 68M | -7,720 | -0.6% | 22Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 1,265,741 | 66M | +110,450 | +9.6% | 67Q | SEC ↗ |
| 33 | Mariner, LLC | 1,258,087 | 65M | -640,509 | -33.7% | 34Q | SEC ↗ |
| 34 | Corient Private Wealth LP | 1,166,521 | 61M | -107,141 | -8.4% | 15Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 1,112,313 | 58M | -91,524 | -7.6% | 15Q | SEC ↗ |
| 36 | Cassaday & Co Wealth Management LLC | 1,110,730 | 58M | -16,438 | -1.5% | 7Q | SEC ↗ |
| 37 | NorthRock Partners, LLC | 1,092,633 | 57M | -32,006 | -2.8% | 19Q | SEC ↗ |
| 38 | WCG Wealth Advisors LLC | 1,032,371 | 54M | +13,423 | +1.3% | 17Q | SEC ↗ |
| 39 | MML INVESTORS SERVICES, LLC | 1,002,068 | 52M | +326,183 | +48.3% | 36Q | SEC ↗ |
| 40 | Elm Partners Management LLC | 973,914 | 51M | +146,919 | +17.8% | 7Q | SEC ↗ |
| 41 | Stadion Money Management, LLC | 940,036 | 49M | -50,370 | -5.1% | 35Q | SEC ↗ |
| 42 | BlueStem Wealth Partners, LLC | 885,440 | 46M | +245,274 | +38.3% | 7Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 879,360 | 46M | +204,270 | +30.3% | 34Q | SEC ↗ |
| 44 | GREAT LAKES ADVISORS, LLC | 878,713 | 46M | +6,597 | +0.8% | 32Q | SEC ↗ |
| 45 | Savvy Advisors, Inc. | 874,783 | 45M | -169,177 | -16.2% | 11Q | SEC ↗ |
| 46 | McNamara Financial Services, Inc. | 865,525 | 45M | +254 | +0.0% | 35Q | SEC ↗ |
| 47 | Pathstone Holdings, LLC | 858,390 | 45M | -6,803 | -0.8% | 11Q | SEC ↗ |
| 48 | Beacon Pointe Advisors, LLC | 839,386 | 44M | -40,809 | -4.6% | 29Q | SEC ↗ |
| 49 | CUTLER INVESTMENT COUNSEL LLC | 808,417 | 42M | +6,775 | +0.8% | 34Q | SEC ↗ |
| 50 | JNBA Financial Advisors | 796,899 | 41M | +1,960 | +0.2% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 18,828,888 | 977M |
| Global Retirement Partners, LLC | 362,989 | 19M |
| Financial Gravity Companies, Inc. | 310,423 | 16M |
| My Portfolio Guide, LLC | 189,600 | 10M |
| TORONTO DOMINION BANK | 149,799 | 8M |
| SMART Wealth LLC | 84,793 | 4M |
| CAPE COD FIVE CENTS SAVINGS BANK | 82,391 | 4M |
| TENET WEALTH PARTNERS, LLC | 82,197 | 4M |
| LARCH CAPITAL PARTNERS LLC | 81,568 | 4M |
| Bleakley Financial Group, LLC | 67,253 | 3M |
| Diversify Advisory Services, LLC | 61,161 | 3M |
| Sage Advisory Services, Ltd.Co. | 58,155 | 3M |
| Phillip James Consulting Co. | 55,309 | 3M |
| Kroeger Financial Partners | 53,096 | 3M |
| MCCARTER PRIVATE WEALTH SERVICES LL | 44,382 | 2M |
| GK Wealth Management LLC | 40,318 | 2M |
| Strategic Financial Planning, Inc. | 37,476 | 2M |
| MISSION WEALTH MANAGEMENT, LP | 32,710 | 2M |
| Forthright Family Wealth Advisory L | 30,472 | 2M |
| FDx Advisors, Inc. | 26,999 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 3EDGE Asset Management, LP | 3,253,661 | 169M |
| Cercano Management LLC | 548,897 | 28M |
| FLOW TRADERS U.S. LLC | 235,201 | 12M |
| Baer Investment Advisory LLC | 220,807 | 11M |
| CERTIOR FINANCIAL GROUP, LLC | 96,772 | 5M |
| TBH Global Asset Management, LLC | 81,095 | 4M |
| Echo Wealth Management, LLC | 59,221 | 3M |
| Callan Family Office, LLC | 55,001 | 3M |
| BANK OF NOVA SCOTIA | 50,125 | 3M |
| TWO SIGMA SECURITIES, LLC | 47,345 | 2M |
| HRT FINANCIAL LP | 43,392 | 2M |
| Squarepoint Ops LLC | 42,732 | 2M |
| Matrix Trust Co | 38,952 | 2M |
| Runnymede Capital Advisors, Inc. | 36,337 | 2M |
| TRUE Private Wealth Advisors | 34,998 | 2M |
| Hilltop Holdings Inc. | 28,251 | 1M |
| Prosperity Consulting Group, LLC | 25,435 | 1M |
| GTS SECURITIES LLC | 25,427 | 1M |
| Quadrature Capital Ltd | 20,200 | 1M |
| JOURNEY RETIREMENT PLANNING & INVES | 19,044 | 989K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +4,719,255 | +73.5% | 11,142,176 |
| LPL Financial LLC | +1,186,999 | +7.1% | 17,883,639 |
| HighTower Advisors, LLC | +677,158 | +23.6% | 3,540,844 |
| CWM, LLC | +547,581 | +22.5% | 2,985,833 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +520,987 | +2.8% | 18,828,888 |
| MORGAN STANLEY | +448,251 | +5.0% | 9,425,063 |
| AMERIPRISE FINANCIAL INC | +364,273 | +11.7% | 3,484,842 |
| STATE STREET CORP | +329,626 | +6.7% | 5,231,398 |
| MML INVESTORS SERVICES, LLC | +326,183 | +48.3% | 1,002,068 |
| Savant Capital, LLC | +300,823 | +140.3% | 515,162 |
| Private Advisor Group, LLC | +262,307 | +23.4% | 1,382,153 |
| OSAIC HOLDINGS, INC. | +256,322 | +19.2% | 1,590,899 |
| BlueStem Wealth Partners, LLC | +245,274 | +38.3% | 885,440 |
| Envestnet Portfolio Solutions, Inc. | +237,526 | +12.6% | 2,123,055 |
| NewEdge Advisors, LLC | +204,270 | +30.3% | 879,360 |
| CAPITAL ADVISORS INC/OK | +185,765 | +92.7% | 386,241 |
| Range Advisory, LLC | +184,329 | +43.3% | 610,099 |
| EP Wealth Advisors, LLC | +173,686 | +165.4% | 278,716 |
| Kestra Advisory Services, LLC | +162,478 | +143.2% | 275,902 |
| Avior Wealth Management, LLC | +157,484 | +482.3% | 190,134 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | -12,929,734 | -76.9% | 3,892,454 |
| Allworth Financial LP | -2,109,997 | -22.6% | 7,221,745 |
| Advocacy Wealth Management, LLC | -1,025,921 | -99.3% | 7,682 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -845,046 | -82.8% | 175,993 |
| Horizon Investments, LLC | -754,500 | -18.4% | 3,348,734 |
| Koss-Olinger Consulting, LLC | -741,742 | -98.9% | 8,000 |
| Mariner, LLC | -640,509 | -33.7% | 1,258,087 |
| Independent Advisor Alliance | -486,977 | -82.9% | 100,402 |
| ENVESTNET ASSET MANAGEMENT INC | -400,132 | -5.3% | 7,088,993 |
| Creative Planning | -373,978 | -1.7% | 21,397,101 |
| Financial Strategies Group, Inc. | -304,731 | -48.2% | 327,729 |
| Impact Partnership Wealth, LLC | -250,099 | -31.8% | 535,689 |
| Cambridge Investment Research Advis | -207,642 | -25.4% | 609,960 |
| Midwest Capital Advisors, LLC | -197,002 | -77.2% | 58,167 |
| Savvy Advisors, Inc. | -169,177 | -16.2% | 874,783 |
| Tradewinds Capital Management, LLC | -159,573 | -28.6% | 398,992 |
| RFG Advisory, LLC | -157,093 | -53.8% | 134,896 |
| RAYMOND JAMES FINANCIAL INC | -131,135 | -6.7% | 1,839,674 |
| RENAISSANCE TECHNOLOGIES LLC | -128,000 | -88.1% | 17,300 |
| BANK OF AMERICA CORP /DE | -124,464 | -5.1% | 2,333,463 |