SPDR INDEX SHS FDS QEMM
MSCI EMRG MKTS · ETP · CUSIP 78463X426
30
institutional holders
-3 vs Q1 2023
555.5k
shares reported held*
$29.5mreported value*
4 new
9 added
9 reduced
7 sold out
net bought ≈ $8.0m (+166.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $53.11.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 37 |
| Q4 2022 | 33 |
| Q1 2023 | 33 |
| Q2 2023 | 30 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 13 | 19 |
| Q1 2023 | 11 | 14 |
| Q2 2023 | 13 | 16 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | Added | +84.9k |
| OSAIC HOLDINGS, INC. | Added | +84.6k |
| BMS Financial Advisors, LLC | New | +69.4k |
| Composition Wealth, LLC | New | +51.4k |
| Advisory Services Network, LLC | New | +14.1k |
| AMERIPRISE FINANCIAL INC | Added | +8.3k |
| MORGAN STANLEY | Added | +2.3k |
| CABOT WEALTH MANAGEMENT INC | Added | +883 |
| UBS Group AG | Added | +289 |
| Raleigh Capital Management Inc. | New | +279 |
Biggest sellers
| JANE STREET GROUP, LLC | Sold out | -61.9k |
| FLOW TRADERS U.S. LLC | Sold out | -31.6k |
| CITADEL ADVISORS LLC | Sold out | -13.0k |
| APPLETON PARTNERS INC/MA | Reduced | -12.0k |
| BANK OF MONTREAL /CAN/ | Sold out | -10.7k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -8.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -7.5k |
| OmniStar Financial Group, Inc. | Reduced | -1.5k |
| LPL Financial LLC | Reduced | -1.2k |
| ASPIRIANT, LLC | Reduced | -1.1k |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 99.2k $5.5m | Added +84.9k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 85.4k $4.7m | Added +84.6k |
| BMS Financial Advisors, LLC 2.51% of their portfolio | 69.4k $3.8m | New |
| LPL Financial LLC 0.00% of their portfolio | 57.3k $3.2m | Reduced -1.2k |
| Composition Wealth, LLC 0.05% of their portfolio | 51.4k $1.6m | New |
| APPLETON PARTNERS INC/MA 0.16% of their portfolio | 34.7k $1.9m | Reduced -12.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 22.5k $1.3m | Added +8.3k |
| MORGAN STANLEY 0.00% of their portfolio | 16.9k $938.6k | Added +2.3k |
| CABOT WEALTH MANAGEMENT INC 0.12% of their portfolio | 14.8k $822.0k | Added +883 |
| Advisory Services Network, LLC 0.02% of their portfolio | 14.1k $784.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.7k $761.0k | Added +252 |
| ASPIRIANT, LLC 0.04% of their portfolio | 13.3k $736.8k | Reduced -1.1k |
| OmniStar Financial Group, Inc. 0.80% of their portfolio | 12.3k $679.8k | Reduced -1.5k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 9.8k $545.9k | Added +20 |
| UBS Group AG 0.00% of their portfolio | 9.6k $532.1k | Added +289 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 8.7k $483.6k | Reduced -8.9k |
| Lutz Financial Services LLC 0.03% of their portfolio | 5.1k $283.8k | Unchanged |
| KWB Wealth 0.04% of their portfolio | 4.4k $242.2k | Unchanged |
| SENTINEL PENSION ADVISORS, LLC 0.06% of their portfolio | 4.3k $236.3k | Reduced -14 |
| Capital Advisors, Ltd. LLC 0.03% of their portfolio | 3.9k $217.0k | Reduced -8 |
| Asset Dedication, LLC 0.01% of their portfolio | 2.0k $106.0k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 1.5k $85.3k | Added +20 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 357 $20.0k | Reduced -20 |
| Raleigh Capital Management Inc. 0.01% of their portfolio | 279 $15.5k | New |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 159 $8.8k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 100 $5.5k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 90 $5.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 54 $3.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $17 | Reduced -137 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |