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State Street Spdr Msci Emerg (QEMM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares158,447 from 182,997
Change-24,550 (-13%)
Value$12.7M (-$1.9M)
Filed 2026-11-06
Cabot Wealth Management Inc
DECREASED
Shares73,735 from 74,171
Change-436 (-1%)
Value$5.9M (-$5.4K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares61,057 from 44,797
Change+16,260 (+36%)
Value$4.9M (+$1.3M)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares12,586 from 12,573
Change+13 (+0%)
Value$1.0K (+$6)
Filed 2026-10-27
Aspiriant, LLC
DECREASED
Shares12,022 from 12,092
Change-70 (-1%)
Value$965.6K (-$797)
Filed 2026-10-16
Appleton Partners Inc
DECREASED
Shares10,984 from 11,229
Change-245 (-2%)
Value$882 (-$896.1K)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares8,896 from 5,778
Change+3,118 (+54%)
Value$714.5K (+$252.7K)
Filed 2026-11-03
DWM Financial Group, Inc.
NEW
Shares8,857
Change+8,857
Value$711.4K
Filed 2026-10-28
Ariadne Wealth Management, LP
UNCHANGED
Shares7,935 from 7,935
Change0 (0%)
Value$637.4K (+$3.2K)
Filed 2026-11-06
Western Wealth Management, LLC
INCREASED
Shares6,451 from 5,382
Change+1,069 (+20%)
Value$518.1K (+$88.0K)
Filed 2026-11-09
BlueChip Wealth Advisors LLC
NEW
Shares5,868
Change+5,868
Value$471.3K
Filed 2026-11-03
Lutz Financial Services LLC
UNCHANGED
Shares5,015 from 5,015
Change0 (0%)
Value$402.8K (+$2.0K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares4,494 from 4,031
Change+463 (+11%)
Value$361.0K (+$38.8K)
Filed 2026-11-02
KWB Wealth
UNCHANGED
Shares4,370 from 4,370
Change0 (0%)
Value$351.0K (+$1.7K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares3,604 from 3,604
Change0 (0%)
Value$287.2K (+$1.9K)
Filed 2026-10-13
Sentinel Pension Advisors, LLC
DECREASED
Shares3,134 from 3,161
Change-27 (-1%)
Value$251.7K (+$10.6K)
Filed 2026-11-02
Portland Financial Advisors Inc
UNCHANGED
Shares3,033 from 3,033
Change0 (0%)
Value$243.6K (+$1.2K)
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$98.7K (+$491)
Filed 2026-10-26
Geneos Wealth Management Inc.
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$47.9K (+$238)
Filed 2026-11-09
Asset Dedication, LLC
DECREASED
Shares249 from 277
Change-28 (-10%)
Value$20.0K (-$2.1K)
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$5.8K (+$29)
Filed 2026-11-02
Breakwater Investment Management
NEW
Shares15
Change+15
Value$1.2K
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 159
Change-159 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-15
O'shaughnessy Asset Management, LLC
N/A
Shares— from 20,214
Change-20,214 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,286
Change-14,286 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,611
Change-7,611 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,111
Change-6,111 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 153
Change-153 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED158,447182,997-24,550-13%$14.6M$12.7M-$1.9M2026-11-06
Cabot Wealth Management Inc
DECREASED73,73574,171-436-1%$5.9M$5.9M-$5.4K2026-11-05
Premier Path Wealth Partners, LLC
INCREASED61,05744,797+16,260+36%$3.6M$4.9M+$1.3M2026-10-16
Capital Advisors, Ltd. LLC
INCREASED12,58612,573+13+0%$1.0K$1.0K+$62026-10-27
Aspiriant, LLC
DECREASED12,02212,092-70-1%$966.4K$965.6K-$7972026-10-16
Appleton Partners Inc
DECREASED10,98411,229-245-2%$897.0K$882-$896.1K2026-10-30
Ethic Inc.
INCREASED8,8965,778+3,118+54%$461.8K$714.5K+$252.7K2026-11-03
DWM Financial Group, Inc.
NEW8,857—+8,857——$711.4K—2026-10-28
Ariadne Wealth Management, LP
UNCHANGED7,9357,93500%$634.2K$637.4K+$3.2K2026-11-06
Western Wealth Management, LLC
INCREASED6,4515,382+1,069+20%$430.1K$518.1K+$88.0K2026-11-09
BlueChip Wealth Advisors LLC
NEW5,868—+5,868——$471.3K—2026-11-03
Lutz Financial Services LLC
UNCHANGED5,0155,01500%$400.8K$402.8K+$2.0K2026-11-06
Commonwealth Equity Services, LLC
INCREASED4,4944,031+463+11%$322.2K$361.0K+$38.8K2026-11-02
KWB Wealth
UNCHANGED4,3704,37000%$349.3K$351.0K+$1.7K2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED3,6043,60400%$285.3K$287.2K+$1.9K2026-10-13
Sentinel Pension Advisors, LLC
DECREASED3,1343,161-27-1%$241.1K$251.7K+$10.6K2026-11-02
Portland Financial Advisors Inc
UNCHANGED3,0333,03300%$242.4K$243.6K+$1.2K2026-10-26
Lanark Financial, Inc.
UNCHANGED1,2291,22900%$98.2K$98.7K+$4912026-10-26
Geneos Wealth Management Inc.
UNCHANGED59759700%$47.7K$47.9K+$2382026-11-09
Asset Dedication, LLC
DECREASED249277-28-10%$22.1K$20.0K-$2.1K2026-11-03
Golden State Wealth Management, LLC
UNCHANGED727200%$5.8K$5.8K+$292026-11-02
Breakwater Investment Management
NEW15—+15——$1.2K—2026-10-20
AdvisorNet Financial, Inc
CLOSED0159-159-100%$12.7K$0-$12.7K2026-10-15
O'shaughnessy Asset Management, LLC
N/A—20,214-20,214-100%$1.6M———
Goldman Sachs Group Inc
N/A—14,286-14,286-100%$1.1M———
Equitable Holdings, Inc.
N/A—7,611-7,611-100%$608.3K———
Bank of America Corp
N/A—6,111-6,111-100%$488.4K———
Keystone Financial Group
N/A—5,717-5,717-100%$456.9K———
Morgan Stanley
N/A—4,688-4,688-100%$374.7K———
Strategic Financial Partners, Ltd.
N/A—3,954-3,954-100%$316.0K———
Medallion Wealth Advisors, LLC
N/A—589-589-100%$47.1K———
VSM Wealth Advisory, LLC
N/A—488-488-100%$25.3K———
Royal Bank of Canada
N/A—153-153-100%$12.0K———
Global Retirement Partners, LLC
N/A—87-87-100%$7.0K———
RED Reef Advisors LLC
N/A—8-8-100%$659———
Wells Fargo & Company
N/A—1-1-100%$55———
Showing 36 of 36 institutions