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State Street SPDR Portfolio Emerging Markets ETF

722 hedge funds and large institutions have $6.66B invested in State Street SPDR Portfolio Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 293 increasing their positions, 246 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 29

34% more funds holding in top 10

Funds holding in top 10: 3547 (+12)

19% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 246

16% more capital invested

Capital invested by funds: $5.77B → $6.66B (+$895M)

15% more funds holding

Funds holding: 626722 (+96)

1.96% more ownership

Funds ownership: 79.13%81.09% (+2%)

Holders
722
Holders Change
+96
Holders Change %
+15.34%
% of All Funds
10.53%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.69%
New
134
Increased
293
Reduced
246
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Collaborative Wealth Management
Florida
$3.06M +$164K +4,825 +6%
E3F
227
Eight 31 Financial
Texas
$3.06M +$2.94M +86,420 New
CA
228
CSM Advisors
Pennsylvania
$3.01M +$2.89M +85,101 New
WAS
229
Winch Advisory Services
Wisconsin
$3M -$25.4K -747 -0.9%
NRA
230
NSI Retail Advisors
Pennsylvania
$2.97M +$2.86M +84,000 New
PFG
231
PAX Financial Group
Texas
$2.94M -$83.1K -2,443 -3%
GIA
232
Gladstone Institutional Advisory
Florida
$2.93M -$49.3K -1,450 -2%
MA
233
MBA Advisors
Pennsylvania
$2.84M -$530K -15,582 -16%
AFA
234
AllGen Financial Advisors
Florida
$2.83M +$2.72M +80,051 New
CGFA
235
Colton Groome Financial Advisors
North Carolina
$2.81M -$1.04M -30,448 -28%
WWM
236
Western Wealth Management
Colorado
$2.77M +$887K +26,092 +50%
NF
237
NavPoint Financial
Minnesota
$2.76M +$2.65M +77,898 New
CICC
238
Capital Investment Counsel (Colorado)
Colorado
$2.74M +$2.64M +77,482 New
PWG
239
Portside Wealth Group
Utah
$2.74M -$438K -12,876 -14%
CL
240
Choreo LLC
Illinois
$2.72M -$585K -17,210 -18%
LFG
241
Larson Financial Group
Missouri
$2.68M +$250K +7,341 +11%
CCA
242
Clearwater Capital Advisors
Illinois
$2.66M +$162K +4,751 +7%
ML
243
McAdam LLC
Pennsylvania
$2.65M -$50.1K -1,472 -2%
ARC
244
Advisor Resource Council
Texas
$2.64M +$2.53M +74,481 New
G
245
Gainplan
Michigan
$2.63M +$95.8K +2,816 +4%
RFS
246
Richardson Financial Services
Massachusetts
$2.62M +$2.51M +73,888 New
RWM
247
Revisor Wealth Management
Ohio
$2.61M -$367K -10,800 -13%
B
248
Bridgeworth
Alabama
$2.61M -$94.7K -2,784 -4%
EIM
249
Ervin Investment Management
Washington
$2.61M +$197K +5,805 +9%
NECFA
250
New England Capital Financial Advisors
Connecticut
$2.6M +$220K +6,482 +10%

SPEM Hedge Fund Activity: Q4 2023 in Review

722 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2023, worth a combined $6.66B — up 16% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new SPEM positions and 29 closed out — a net gain of 105 holders — while 293 added to existing stakes and 246 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.1M. The largest seller was Moran Wealth Management, exiting entirely with an estimated $22.5M sold.

  • 722 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2023, up from 626 in Q3 2023.
  • Funds reported $6.66B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 134 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2023 and 29 closed out, a net change of +105 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $92.1M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2023 was Moran Wealth Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2023.