We are live on ! Find out more
SPEM icon

State Street SPDR Portfolio Emerging Markets ETF

615 hedge funds and large institutions have $5.61B invested in State Street SPDR Portfolio Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 47

49% more capital invested

Capital invested by funds: $3.77B → $5.61B (+$1.83B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

23% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 208

9% more funds holding

Funds holding: 566615 (+49)

3.05% more ownership

Funds ownership: 74.21%77.25% (+3%)

Holders
615
Holders Change
+49
Holders Change %
+8.66%
% of All Funds
9.89%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.61%
New
111
Increased
256
Reduced
208
Closed
47
Calls
$2.12M
Puts
Net Calls
+$2.12M
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
226
Partners in Financial Planning
Virginia
$2.08M +$526K +16,230 +35%
BSWM
227
Boston Standard Wealth Management
Massachusetts
$2.05M +$106K +3,285 +6%
KFI
228
Key Financial Inc
Pennsylvania
$1.99M
YAL
229
Your Advocates Ltd
Texas
$1.99M +$1.63M +50,189 +496%
EIM
230
Ervin Investment Management
Washington
$1.98M +$132K +4,090 +7%
RW
231
RVW Wealth
California
$1.97M -$4.31M -133,143 -69%
BBW
232
Blue Barn Wealth
Utah
$1.97M -$20.4K -629 -1%
CA
233
Cetera Advisors
Colorado
$1.89M +$411K +12,676 +28%
VCM
234
Vivaldi Capital Management
Illinois
$1.89M -$707K -21,835 -29%
FPWM
235
FSB Premier Wealth Management
Iowa
$1.88M -$10.6K -328 -0.6%
KBFS
236
Kohmann Bosshard Financial Services
Ohio
$1.87M -$136K -4,199 -7%
CCFM
237
Clear Creek Financial Management
Washington
$1.86M +$2.62K +81 +0.1%
BA
238
Bridge Advisory
California
$1.85M +$22.7K +700 +1%
TWP
239
Tempus Wealth Planning
California
$1.84M -$32.2K -994 -2%
BA
240
Bristlecone Advisors
Washington
$1.82M +$138K +4,245 +8%
WAG
241
Wallace Advisory Group
California
$1.82M +$1.79M +55,164 New
HAS
242
HBW Advisory Services
California
$1.8M +$138K +4,260 +8%
RCA
243
Resonant Capital Advisors
Wisconsin
$1.78M +$634K +19,566 +57%
MIH
244
Meitav Investment House
Israel
$1.77M +$4.86K +150 +0.3%
CWM
245
Congress Wealth Management
Massachusetts
$1.77M +$68.5K +2,116 +4%
CWM
246
Collaborative Wealth Management
Florida
$1.75M -$4.79K -148 -0.3%
B
247
Bensler
Washington
$1.75M -$283K -8,748 -14%
AIS
248
American Investment Services
Massachusetts
$1.7M -$22.1K -683 -1%
SCA
249
Snowden Capital Advisors
New York
$1.69M -$278K -8,567 -14%
SPWG
250
Syntegra Private Wealth Group
Missouri
$1.69M +$1.66M +51,295 New

SPEM Hedge Fund Activity: Q4 2022 in Review

615 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2022, worth a combined $5.61B — up 49% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPEM positions and 47 closed out — a net gain of 64 holders — while 256 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $115M. The largest seller was CFS Investment Advisory Services, cutting an estimated $25.1M.

  • 615 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2022, up from 566 in Q3 2022.
  • Funds reported $5.61B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2022, up 49% quarter-over-quarter.
  • 111 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2022 and 47 closed out, a net change of +64 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $115M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2022.