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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
IWS
251
Integrity Wealth Solutions
Colorado
$2.59M +$2.48M +73,031 New
BBW
252
Blue Barn Wealth
Utah
$2.54M +$123K +3,619 +5%
IA
253
IFP Advisors
Florida
$2.52M -$2.34M -68,670 -49%
HAS
254
HBW Advisory Services
California
$2.52M +$47.6K +1,400 +2%
HAC
255
Harbor Advisory Corp
New Hampshire
$2.52M -$439K -12,899 -15%
SFI
256
SPC Financial Inc
Maryland
$2.5M +$263K +7,723 +12%
FWM
257
Fonville Wealth Management
Virginia
$2.45M +$2.35M +69,073 New
OIA
258
OneDigital Investment Advisors
Kansas
$2.38M -$1.34M -39,493 -37%
C
259
CEDRUS
Colorado
$2.38M +$159K +4,669 +7%
Comerica Bank
260
Comerica Bank
Texas
$2.37M +$536K +15,756 +31%
MWM
261
Meridian Wealth Management
Kentucky
$2.35M +$2.02M +59,329 +839%
YIA
262
YHB Investment Advisors
Connecticut
$2.33M -$193K -5,663 -8%
AG
263
Ascent Group
Virginia
$2.29M -$131K -3,838 -6%
BA
264
Bristlecone Advisors
Washington
$2.28M +$149K +4,388 +7%
FPGK
265
Financial Partners Group (Kansas)
Kansas
$2.27M +$84.5K +2,483 +4%
ACP
266
Aveo Capital Partners
Colorado
$2.27M -$95.9K -2,819 -4%
PIA
267
Perennial Investment Advisors
California
$2.26M +$4.08K +120 +0.2%
WMG
268
WESCAP Management Group
California
$2.25M -$5.24K -154 -0.2%
EWM
269
Echo Wealth Management
Minnesota
$2.23M +$22.9K +674 +1%
FAIM
270
Financial Advocates Investment Management
Washington
$2.23M +$37.4K +1,099 +2%
CW
271
CreativeOne Wealth
Kansas
$2.22M +$262K +7,709 +14%
SCA
272
Snowden Capital Advisors
New York
$2.2M -$220K -6,481 -9%
BSWM
273
Boston Standard Wealth Management
Massachusetts
$2.19M
EGWAG
274
Elwood & Goetz Wealth Advisory Group
Georgia
$2.15M -$92.2K -2,711 -4%
YIH
275
Y-Intercept (HK)
Hong Kong
$2.14M +$2.06M +60,522 New

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.