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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +20 | — | 20 | $1.04K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -5,523 | -0.7% | 785,289 | $40.66M | Q2 2026 | Sep 09, 2026 |
| Second Line Capital, Llc | Buy | +7,850 | +3.2% | 251,929 | $13.04M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +1,077 | +95.5% | 2,205 | $114.17K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -107,141 | -8.4% | 1,166,521 | $60.40M | Q2 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -1,631 | -1.6% | 100,682 | $5.21M | Q2 2026 | Aug 25, 2026 |
| Financial Insights, Inc. | Buy | +24 | +0.0% | 161,493 | $8.36M | Q2 2026 | Aug 25, 2026 |
| Forefront Wealth Partners, Llc | Buy | +49,542 | +84.7% | 108,013 | $5.59M | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -38 | -0.3% | 14,642 | $758.16K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -54,440 | -29.8% | 128,229 | $6.64M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +15,383 | +24.1% | 79,217 | $4.10M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -342 | -17.2% | 1,644 | $85.13K | Q2 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Buy | +337,825 | — | 337,825 | $12.79M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -40,809 | -4.6% | 839,386 | $43.46M | Q2 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Buy | +9,850 | +8.9% | 120,791 | $6.25M | Q2 2026 | Aug 18, 2026 |
| Integrated Investment Consultants, Llc | Buy | +199,176 | — | 199,176 | $10.21M | Q2 2026 | Aug 17, 2026 |
| Larch Capital Partners Llc | Buy | +81,568 | — | 81,568 | $4.22M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -7,720 | -0.6% | 1,302,040 | $67.42M | Q2 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Sell | -6,146 | -28.4% | 15,480 | $801.55K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -5,691 | -4.0% | 138,154 | $7.15M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +4,062 | — | 4,062 | $210.33K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -3,962 | -4.0% | 95,052 | $4.87M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +2,294 | +28.3% | 10,399 | $538.45K | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Sell | -1,665 | -7.8% | 19,707 | $1.02M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Sell | -961 | -3.4% | 26,948 | $1.40M | Q2 2026 | Aug 17, 2026 |
| Km Capital Management Ltd. | Sell | -956 | -13.5% | 6,110 | $316.38K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +336 | +420.0% | 416 | $21.58K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -91 | -70.0% | 39 | $2.01K | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Sell | -51 | -0.2% | 24,409 | $1.26M | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -12,929,734 | -76.9% | 3,892,454 | $201.55M | Q2 2026 | Aug 14, 2026 |
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.