SPDR PORTFOLIO EMERGING MARK (SPEM) Institutional Ownership Changes & 13F Activity

SPDR PORTFOLIO EMERGING MARK (SPEM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Engines Advisors L.L.C., Jdm Financial Group Llc, Integrated Investment Consultants, Llc, Corient Private Wealth Llc, and Larch Capital Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+2020$1.04KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-5,523-0.7%785,289$40.66MQ2 2026Sep 09, 2026
Second Line Capital, LlcBuy+7,850+3.2%251,929$13.04MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+1,077+95.5%2,205$114.17KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-107,141-8.4%1,166,521$60.40MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Sell-1,631-1.6%100,682$5.21MQ2 2026Aug 25, 2026
Financial Insights, Inc.Buy+24+0.0%161,493$8.36MQ2 2026Aug 25, 2026
Forefront Wealth Partners, LlcBuy+49,542+84.7%108,013$5.59MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-38-0.3%14,642$758.16KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-54,440-29.8%128,229$6.64MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+15,383+24.1%79,217$4.10MQ2 2026Aug 19, 2026
Archer Investment CorpSell-342-17.2%1,644$85.13KQ2 2026Aug 19, 2026
Jdm Financial Group LlcBuy+337,825337,825$12.79MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-40,809-4.6%839,386$43.46MQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+9,850+8.9%120,791$6.25MQ2 2026Aug 18, 2026
Integrated Investment Consultants, LlcBuy+199,176199,176$10.21MQ2 2026Aug 17, 2026
Larch Capital Partners LlcBuy+81,56881,568$4.22MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-7,720-0.6%1,302,040$67.42MQ2 2026Aug 17, 2026
Jacobs Equity LlcSell-6,146-28.4%15,480$801.55KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-5,691-4.0%138,154$7.15MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+4,0624,062$210.33KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-3,962-4.0%95,052$4.87MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+2,294+28.3%10,399$538.45KQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Sell-1,665-7.8%19,707$1.02MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcSell-961-3.4%26,948$1.40MQ2 2026Aug 17, 2026
Km Capital Management Ltd.Sell-956-13.5%6,110$316.38KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+336+420.0%416$21.58KQ2 2026Aug 17, 2026
Caitlin John, LlcSell-91-70.0%39$2.01KQ2 2026Aug 17, 2026
Sanchez Levi GarrettSell-51-0.2%24,409$1.26MQ2 2026Aug 17, 2026
Financial Engines Advisors L.L.C.Sell-12,929,734-76.9%3,892,454$201.55MQ2 2026Aug 14, 2026
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Frequently asked questions about SPEM activity

  • Which institutional owners are buying SPEM?

    Institutional owners buying SPEM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPEM activity?

    "Buy" means an investor increased their reported position in SPEM compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO EMERGING MARK (SPEM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPEM increasing?

    Institutional interest in SPEM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.