SPDR Portfolio Emerging Markets

SPEM • ARCA

SPDR Portfolio Emerging Markets is an exchange-traded fund on ARCA. As of Q3 2025, 865 institutional investors hold shares in this ETF, with total holdings valued at $10.6B. Creative Planning is the largest holder with a position valued at $1.0B.

Overview

Overview of institutional ownership in SPEM as of Q3 2025

All Institutions

Institutions: 865
Value Held: $10.6B
Shares Held: 228.3M
Avg Position: $12.3M
Median Position: $1.3M

Hedge Funds

Hedge Funds: 8
Value Held: $16.7M
Shares Held: 356.3K
Avg Position: $2.1M
Median Position: $1.5M

Biggest Investors

Institutions with the largest positions in SPEM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$1.0B 0.80% of portfolio	22.4M shares	Q2 2018 Held for 7y 5m	$130.86B
F Financial Engines Advisors L.L.C. Institution	-	$812.6M 1.55% of portfolio	17.4M shares	Q4 2019 Held for 5y 11m	$52.4B
L LPL Financial LLC Institution	-	$647.3M 0.19% of portfolio	13.8M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$618.9M 0.10% of portfolio	13.2M shares	Q3 2023 Held for 2y 2m	$620.51B
Hanson McClain, Inc. RIA/Wealth	Brooks Frederick Burgum Managing Partner	$433.5M 1.92% of portfolio	9.3M shares	Q1 2018 Held for 7y 8m	$22.6B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$325.2M 0.10% of portfolio	6.9M shares	Q4 2017 Held for 7y 11m	$341.99B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$298.4M 0.02% of portfolio	6.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$220.4M 0.53% of portfolio	4.7M shares	Q3 2023 Held for 2y 2m	$41.2B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$207.5M 0.05% of portfolio	4.4M shares	Q2 2017 Held for 8y 5m	$433.11B
Horizon Investments, LLC/SC Long Only Manager	John Noel Drahzal CEO	$195.4M 2.57% of portfolio	4.2M shares	Q1 2022 Held for 3y 8m	$7.6B

Net Capital Flow

Institutional buying and selling activity for SPEM in Q3 2025

Traded: +$684.4M
Buyers: 450
Sellers: 328
Total Bought: +$1.1B
Total Sold: −$375.0M
Avg Position: $11.8M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$128.3M +2.7M shares	$128.3M 2.7M shares
Hanson McClain, Inc. RIA/Wealth	+$120.4M +2.6M shares	$433.5M 9.3M shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$107.9M +2.3M shares	$618.9M 13.2M shares
L LPL Financial LLC Institution	+$101.8M +2.2M shares	$647.3M 13.8M shares
NorthRock Partners, LLC RIA/Wealth	+$51.6M +1.1M shares	$51.8M 1.1M shares
MORGAN STANLEY RIA/Wealth	+$44.3M +945.5K shares	$298.4M 6.4M shares
JPMORGAN CHASE & CO Institution	+$38.5M +822.3K shares	$85.0M 1.8M shares
BANK OF AMERICA CORP /DE/ Institution	+$37.9M +809.0K shares	$107.7M 2.3M shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$33.1M +706.7K shares	$36.6M 782.3K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$21.7M +462.6K shares	$325.2M 6.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$60.2M −1.4M shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$42.5M −908.4K shares	$207.5M 4.4M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$32.5M −693.2K shares	$73.5M 1.6M shares
F Financial Engines Advisors L.L.C. Institution	−$28.0M −598.7K shares	$812.6M 17.4M shares
Creative Planning RIA/Wealth	−$24.1M −513.8K shares	$1.0B 22.4M shares
O OLD MISSION CAPITAL LLC Institution	−$18.6M −435.4K shares	Sold Off 0 shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	−$11.5M −246.7K shares	$220.4M 4.7M shares
JNBA Financial Advisors RIA/Wealth	−$9.5M −203.3K shares	$37.2M 793.7K shares
I Impact Partnership Wealth, LLC RIA/Wealth	−$8.2M −174.3K shares	$21.4M 456.1K shares
GOLDMAN SACHS GROUP INC Institution	−$7.9M −168.0K shares	$5.3M 114.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPEM in Q3 2025

New Positions: 32
New Value: $144.1M
Exited Positions: 39
Exited Value: $102.9M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$128.3M 2.7M shares
Maridea Wealth Management LLC RIA/Wealth	$1.5M 32.6K shares
Cercano Management LLC Family Office	$1.5M 32.3K shares
Axos Invest Inc. RIA/Wealth	$1.5M 31.4K shares
I INSIGNEO ADVISORY SERVICES, LLC RIA/Wealth	$1.5M 31.1K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$1.4M 30.4K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$1.4M 30.4K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$1.3M 39.9K shares
Blueprint Financial Advisors LLC RIA/Wealth	$890.8K 19.0K shares
Wright Fund Managment, LLC Long Only Manager	$714.2K 15.3K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$60.2M 1.4M shares
O OLD MISSION CAPITAL LLC Institution	$18.6M 435.4K shares
SRS Capital Advisors, Inc. RIA/Wealth	$7.0M 164.5K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$3.1M 72.1K shares
Callan Family Office, LLC Family Office	$2.3M 53.0K shares
H HRT FINANCIAL LLC Institution	$2.1M 48.0K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.7M 39.1K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$995.8K 23.3K shares
Financial Advocates Investment Management RIA/Wealth	$870.0K 20.4K shares
M Holdings Securities, Inc. RIA/Wealth	$780.3K 18.3K shares

Options Activity

Institutions with the largest Call and Put options positions in SPEM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SPEM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Marathon Strategic Advisors, LLC RIA/Wealth	Nicholas Emanuel Terezis President	9.14% $11.4M	243.9K shares	Q4 2023 Held for 1y 11m	$124.9M
3EDGE Asset Management, LP Long Only Manager	Stephen Joseph Cucchiaro CEO	8.70% $151.4M	3.2M shares	Q4 2024 Held for 11 months	$1.7B
Heritage Family Offices, LLP Family Office	Ralph Erwin Nelson Managing Partner	8.16% $17.5M	374.6K shares	Q2 2024 Held for 1y 5m	$214.9M
P Pineridge Advisors LLC Institution	-	7.99% $27.9M	596.1K shares	Q2 2024 Held for 1y 5m	$349.3M
Midwest Capital Advisors, LLC RIA/Wealth	Mark Richard Satkoski CCO	7.92% $14.3M	306.2K shares	Q4 2024 Held for 11 months	$180.9M
McNamara Financial Services, Inc. RIA/Wealth	Michael Joseph Mcnamara President	7.45% $40.1M	856.2K shares	Q4 2017 Held for 7y 11m	$538.1M
Chaney Capital Management, Inc. RIA/Wealth	Stephen Jay Chaney President	7.07% $19.9M	425.7K shares	Q2 2024 Held for 1y 5m	$282.0M
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Lee Alan Duckworth CEO	7.06% $20.3M	433.6K shares	Q4 2017 Held for 7y 11m	$287.4M
LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth	Krista Dawn Mcbeath President	6.68% $16.8M	358.2K shares	Q2 2024 Held for 1y 5m	$251.1M
Luken Investment Analytics, LLC RIA/Wealth	Gregory Lee Luken President	6.68% $16.9M	361.9K shares	Q4 2022 Held for 2y 11m	$253.7M

Hedge Fund Spotlight

Discover hedge funds investing in SPEM

Quent Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerWilliam Albert Jollie

Portfolio Value: $1.2B
Positions: 1,433
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Portfolio Emerging Markets

Market Value: $2.6M
Shares Held: 55.1K
Portfolio Weight: 0.22%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 Vanguard Russell 1000 Growth VONG	ETF ETF	$129.0M	10.81%
2 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	ETF ETF	$79.3M	6.64%
3 iShares MSCI EAFE Growth EFG	ETF ETF	$59.0M	4.94%