Vault-13

SPDR SERIES TRUST EMHC

BLOOMBERG EMG MK · ETP · CUSIP 78468R515

78 institutional holders +1 vs Q1 2025
5,251,0315.3m shares reported held*
$129.2mreported value*
5 new 46 added 17 reduced 6 sold out net bought ≈ $13.4m (+544.1k 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 ($756.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.60.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 7Q4 22: 9Q1 23: 12Q2 23: 12Q3 23: 13Q4 23: 32Q1 24: 56Q2 24: 62Q3 24: 69Q4 24: 73Q1 25: 77Q2 25: 7878Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20227
Q4 20229
Q1 202312
Q2 202312
Q3 202313
Q4 202332
Q1 202456
Q2 202462
Q3 202469
Q4 202473
Q1 202577
Q2 202578

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 7 bought or addedQ3 23: 4 cut or sold outQ4 23: 21 bought or addedQ4 23: 4 cut or sold outQ4 23Q1 24: 44 bought or addedQ1 24: 11 cut or sold outQ2 24: 35 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 36 bought or addedQ3 24: 25 cut or sold outQ4 24: 42 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 58 bought or addedQ1 25: 20 cut or sold outQ2 25: 51 bought or addedQ2 25: 23 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202374
Q4 2023214
Q1 20244411
Q2 20243521
Q3 20243625
Q4 20244227
Q1 20255820
Q2 20255123

Biggest buyers

Austin Private Wealth, LLC Added +111,375+111.4k
OSAIC HOLDINGS, INC. Added +102,857+102.9k
Envestnet Portfolio Solutions, Inc. Added +67,303+67.3k
Simplicity Wealth,LLC Added +57,037+57.0k
LPL Financial LLC Added +53,140+53.1k
Hibernia Wealth Partners, LLC Added +52,699+52.7k
ENVESTNET ASSET MANAGEMENT INC Added +51,602+51.6k
OLD MISSION CAPITAL LLC Added +49,274+49.3k
Merit Financial Group, LLC Added +23,674+23.7k
Signal Advisors Wealth, LLC Added +19,281+19.3k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -66,069-66.1k
JANE STREET GROUP, LLC Reduced -65,682-65.7k
Cetera Investment Advisers Reduced -18,636-18.6k
Atria Wealth Solutions, Inc. Sold out -8,585-8.6k
Global Financial Private Client, LLC Sold out -7,983-8.0k
Wayfinding Financial, LLC Sold out -5,808-5.8k
Sharkey, Howes & Javer Reduced -5,683-5.7k
RWA WEALTH PARTNERS, LLC Reduced -3,625-3.6k
Farther Finance Advisors, LLC Reduced -2,362-2.4k
RICHARDSON FINANCIAL SERVICES INC. Reduced -1,612-1.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,171,9191.2m $28.8m $28.8m 0.01% Added +53.1k +53,140
2 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 543,562543.6k $13.4m $13.4m 0.03% Added +11.7k +11,711
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 477,870477.9k $11.8m $11.8m 0.00% Added +51.6k +51,602
4 Envestnet Portfolio Solutions, Inc. 0.04% of their portfolio BERWYN, PA 456,825456.8k $11.2m $11.2m 0.04% Added +67.3k +67,303
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 408,095408.1k $10.0m $10.0m 0.02% Added +102.9k +102,857
6 Austin Private Wealth, LLC 0.55% of their portfolio Austin, TX 284,263284.3k $7.0m $7.0m 0.55% Added +111.4k +111,375
7 Aspire Private Capital, LLC 1.22% of their portfolio Cornelius, NC 213,033213.0k $5.2m $5.2m 1.22% Added +5.0k +5,045
8 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 114,784114.8k $2.8m $2.8m 0.01% Added +5.6k +5,577
9 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 112,398112.4k $2.8m $2.8m 0.03% Added +1.5k +1,529
10 Hibernia Wealth Partners, LLC 0.95% of their portfolio BATON ROUGE, LA 106,150106.2k $2.6m $2.6m 0.95% Added +52.7k +52,699
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 104,353104.4k $2.6m $2.6m 0.01% Added +6.5k +6,523
12 Sharkey, Howes & Javer 0.32% of their portfolio DENVER, CO 96,21796.2k $2.4m $2.4m 0.32% Reduced -5.7k -5,683
13 LANDMARK WEALTH MANAGEMENT, INC. 0.96% of their portfolio NORMAL, IL 90,89390.9k $2.2m $2.2m 0.96% Added +7.3k +7,320
14 Raleigh Capital Management Inc. 0.83% of their portfolio CARY, NC 80,82680.8k $2.0m $2.0m 0.83% Added +4.9k +4,945
15 Hobart Private Capital, LLC 0.43% of their portfolio CHARLOTTE, NC 76,23476.2k $1.9m $1.9m 0.43% Added +9.1k +9,132
16 Simplicity Wealth,LLC 0.07% of their portfolio SUMMIT, NJ 70,12270.1k $1.7m $1.7m 0.07% Added +57.0k +57,037
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 61,17361.2k $1.5m $1.5m 0.00% Reduced -18.6k -18,636
18 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 59,92359.9k $1.5m $1.5m 0.04% Added +49.3k +49,274
19 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 56,30756.3k $1.4m $1.4m 0.00% Added +6.5k +6,459
20 Signal Advisors Wealth, LLC 0.10% of their portfolio DETROIT, MI 52,20752.2k $1.3m $1.3m 0.10% Added +19.3k +19,281
21 McNamara Financial Services, Inc. 0.19% of their portfolio MARSHFIELD, MA 39,30739.3k $967.3k $967.3k 0.19% Added +8.1k +8,138
22 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 38,35738.4k $944.0k $944.0k 0.02% Added +813 +813
23 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 36,95937.0k $909.6k $909.6k 0.01% Reduced -568 -568
24 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 36,78736.8k $905.3k $905.3k 0.02% Reduced -474 -474
25 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 33,61133.6k $827.2k $827.2k 0.01% Added +23.7k +23,674
26 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 31,64231.6k $778.7k $778.7k 0.00% Added +1.9k +1,933
27 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 31,60431.6k $777.8k $777.8k 0.01% Added +11.0k +10,976
28 NOVUS ADVISORS, LLC 1.16% of their portfolio GREENVILLE, SC 30,93530.9k $761.3k $761.3k 1.16% Reduced -344 -344
29 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 30,48830.5k $750.3k $750.3k 0.02% Added +3.3k +3,324
30 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 27,53927.5k $677.7k $677.7k 0.00% Added +2.6k +2,627
31 FSB PREMIER WEALTH MANAGEMENT, INC. 0.23% of their portfolio WATERLOO, IA 26,53226.5k $653.0k $653.0k 0.23% Reduced -82 -82
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,92024.9k $613.3k $613.3k 0.00% Reduced -65.7k -65,682
33 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 23,33423.3k $574.2k $574.2k 0.02% Added +2.7k +2,737
34 International Private Wealth Advisors LLC 0.37% of their portfolio SAN DIEGO, CA 17,66317.7k $434.7k $434.7k 0.37% Added +1.6k +1,584
35 Balboa Wealth Partners 0.09% of their portfolio SCOTTSDALE, AZ 17,63317.6k $433.9k $433.9k 0.09% Added +656 +656
36 LOCKERMAN FINANCIAL GROUP, INC. 0.57% of their portfolio NEWPORT BEACH, CA 17,10817.1k $421.0k $421.0k 0.57% Added +1.3k +1,330
37 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 13,13413.1k $323.2k $323.2k 0.01% Reduced -199 -199
38 RICHARDSON FINANCIAL SERVICES INC. 0.22% of their portfolio MEDWAY, MA 13,06513.1k $320.6k $320.6k 0.22% Reduced -1.6k -1,612
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,25312.3k $301.5k $301.5k 0.00% New
40 Balefire, LLC 0.06% of their portfolio DALLAS, TX 11,66811.7k $287.1k $287.1k 0.06% New
41 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 11,10111.1k $273.2k $273.2k 0.02% Added +4.8k +4,760
42 Outlook Wealth Advisors, LLC 0.07% of their portfolio SHENANDOAH, TX 10,78710.8k $265.5k $265.5k 0.07% Added +480 +480
43 IAMS WEALTH MANAGEMENT, LLC 0.12% of their portfolio OMAHA, NE 10,28510.3k $253.1k $253.1k 0.12% Added +1.2k +1,165
44 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 10,25010.2k $252.3k $252.3k 0.00% Reduced -3.6k -3,625
45 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 10,01710.0k $247.0k $247.0k 0.01% Unchanged
46 Cannon Financial Strategists, Inc. 0.04% of their portfolio ATHENS, GA 9,8289.8k $241.9k $241.9k 0.04% Added +73 +73
47 AlphaStar Capital Management, LLC 0.02% of their portfolio CORNELIUS, NC 9,7999.8k $241.2k $241.2k 0.02% Reduced -450 -450
48 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 8,9779.0k $220.9k $220.9k 0.01% Reduced -356 -356
49 KWB Wealth 0.03% of their portfolio REDLANDS, CA 8,9749.0k $216.8k $216.8k 0.03% New
50 FWG Investments, LLC. 0.16% of their portfolio LEXINGTON, KY 8,7608.8k $215.6k $215.6k 0.16% New
51 Lifeworks Advisors, LLC 0.03% of their portfolio GRAND RAPIDS, MI 8,7038.7k $214.2k $214.2k 0.03% Reduced -52 -52
52 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4,0764.1k $100.3k $100.3k 0.00% Added +1.5k +1,506
53 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 3,6163.6k $88.4k $88.4k 0.01% Added +351 +351
54 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,3173.3k $81.6k $81.6k 0.00% Added +1.1k +1,063
55 Richard W. Paul & Associates, LLC 0.03% of their portfolio NOVI, MI 3,2113.2k $79.0k $79.0k 0.03% Added +31 +31
56 Transce3nd, LLC 0.02% of their portfolio BUDA, TX 1,8331.8k $45.1k $45.1k 0.02% Added +366 +366
57 CWM, LLC 0.00% of their portfolio OMAHA, NE 971971 $24.0k $24.0k 0.00% Reduced -21 -21
58 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 729729 $17.9k $17.9k 0.00% Unchanged
59 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 568568 $14.0k $14.0k 0.00% Reduced -2.4k -2,362
60 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 563563 $13.9k $13.9k 0.00% First filing
61 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 520520 $12.8k $12.8k 0.00% Reduced -726 -726
62 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 473473 $11.6k $11.6k 0.00% New
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 454454 $12.0k $12.0k 0.00% Added +352 +352
64 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 409409 $10.1k $10.1k 0.00% Added +320 +320
65 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 379379 $9.3k $9.3k 0.00% Added +2 +2
66 COMERICA BANK 0.00% of their portfolio DALLAS, TX 295295 $7.3k $7.3k 0.00% Added +14 +14
67 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 258258 $6.4k $6.4k 0.00% Unchanged
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 231231 $5.7k $5.7k 0.00% Added +138 +138
69 Safe Harbor Fiduciary, LLC 0.01% of their portfolio PENSACOLA, FL 227227 $5.6k $5.6k 0.01% Added +3 +3
70 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 123123 $3.0k $3.0k 0.00% Unchanged
71 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9797 $2.4k $2.4k 0.00% Added +96 +96
72 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 9292 $2.3k $2.3k 0.00% Unchanged
73 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 6161 $1.5k $1.5k 0.00% Unchanged
74 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 3939 $960 $960 0.00% First filing
75 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 2727 $664 $664 0.00% First filing
76 Covestor Ltd 0.00% of their portfolio LONDON, X0 2424 $1.0k $1.0k 0.00% Added +1 +1
77 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11 $25 $25 0.00% Reduced -3 -3
78 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged