§ EQUITY
USDSPEM
STATE STREET SP PTF EM ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
541 increased/new, 354 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Creative Planning | 21.8M | 0.7% | −1% |
| Charles Schwab Investment Mgmt | 18.3M | 0.1% | +15% |
| Financial Engines Advisors L.L.C. | 16.8M | 1.6% | −1% |
| LPL Financial LLC | 16.7M | 0.2% | +7% |
| Allworth Financial LP | 9.3M | 1.8% | −0% |
| Morgan Stanley | 9.0M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SPEM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.5% · 927 holders
DEALER / BANK12.8% · 40 holders
PASSIVE / INDEX7.5% · 4 holders
INCOME / DEFENSIVE1.6% · 8 holders
QUALITY / COMPOUNDER1.5% · 7 holders
SYSTEMATIC / QUANT0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPEM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPEM yet.