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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
PPP
251
Private Portfolio Partners
New Jersey
$1.65M +$56.6K +1,746 +4%
BWFA
252
Baltimore-Washington Financial Advisors
Maryland
$1.62M -$197K -6,067 -11%
SYBT
253
Stock Yards Bank & Trust
Kentucky
$1.61M
ARG
254
Advisory Resource Group
Oklahoma
$1.6M -$45K -1,388 -3%
BSW
255
Buckingham Strategic Wealth
Missouri
$1.58M -$148K -4,580 -9%
AWM
256
Axxcess Wealth Management
California
$1.57M +$355K +10,958 +30%
PWA
257
Peterson Wealth Advisors
Utah
$1.56M +$68.6K +2,119 +5%
RWM
258
Ritholtz Wealth Management
New York
$1.51M -$86.9K -2,682 -6%
SPC
259
Sigma Planning Corp
Michigan
$1.5M +$175K +5,393 +13%
CA
260
CoreCap Advisors
Michigan
$1.48M +$29.2K +901 +2%
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M +$53.7K +1,658 +4%
CAI
262
Capital Advisors Inc
Oklahoma
$1.47M -$24.5K -757 -2%
FHA
263
Flagship Harbor Advisors
Massachusetts
$1.47M +$144K +4,440 +11%
WFM
264
Wolff Financial Management
Michigan
$1.46M +$908K +28,014 +171%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$1.46M -$30.4K -938 -2%
PA
266
Parallel Advisors
California
$1.45M +$1.04M +32,184 +273%
CW
267
CreativeOne Wealth
Kansas
$1.45M -$488K -15,055 -26%
Stifel Financial
268
Stifel Financial
Missouri
$1.44M +$1.42M +43,814 New
FFS
269
Founders Financial Securities
Maryland
$1.43M -$300K -9,272 -18%
OPPS
270
Obsidian Personal Planning Solutions
Maryland
$1.43M +$11.9K +368 +0.9%
EWMCB
271
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.43M +$1.4M +43,286 New
AWMNH
272
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.42M +$1.4M +43,130 New
TDWM
273
Topel & Distasi Wealth Management
California
$1.41M +$1.39M +42,915 New
KWM
274
Kingsview Wealth Management
Oregon
$1.39M +$40.6K +1,253 +3%
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$1.39M +$780K +24,079 +132%

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.