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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
OPPS
276
Obsidian Personal Planning Solutions
Maryland
$2.14M +$578 +17 +0%
TFA
277
Tobias Financial Advisors
Florida
$2.14M -$160K -4,697 -7%
Citadel Advisors
278
Citadel Advisors
Florida
$2.12M +$2.03M +59,738 New
BCG
279
BayBridge Capital Group
California
$2.1M +$2.05M +60,323 New
PIFP
280
Partners in Financial Planning
Virginia
$2.09M -$69.6K -2,047 -3%
CAI
281
Capital Advisors Inc
Oklahoma
$2.05M -$180K -5,304 -8%
KAS
282
Kestra Advisory Services
Texas
$2.04M +$767K +22,549 +65%
MAM
283
Meeder Asset Management
Ohio
$1.97M -$1.25M -36,795 -40%
FPWM
284
FSB Premier Wealth Management
Iowa
$1.97M +$6.67K +196 +0.4%
SWA
285
Strategies Wealth Advisors
Michigan
$1.95M -$12.6M -369,929 -87%
LCGC
286
Legacy Capital Group California
California
$1.94M +$1.86M +54,664 New
MIH
287
Meitav Investment House
Israel
$1.93M +$27.2K +800 +1%
KBFS
288
Kohmann Bosshard Financial Services
Ohio
$1.91M -$52.7K -1,550 -3%
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$1.89M +$8.84K +260 +0.5%
SFS
290
Sowell Financial Services
Arkansas
$1.88M +$556K +16,334 +44%
RCA
291
Resonant Capital Advisors
Wisconsin
$1.88M +$79.6K +2,341 +5%
ARG
292
Advisory Resource Group
Oklahoma
$1.86M -$200K -5,877 -10%
OWA
293
Outlook Wealth Advisors
Texas
$1.84M +$516K +15,165 +41%
BL
294
Balentine LLC
Georgia
$1.83M -$333K -9,790 -16%
DI
295
Diligent Investors
California
$1.81M -$310K -9,107 -15%
CAG
296
Csenge Advisory Group
Florida
$1.8M +$65.4K +1,923 +4%
CCFM
297
Clear Creek Financial Management
Washington
$1.8M -$205K -6,031 -11%
KSWA
298
Kathleen S. Wright Associates
Pennsylvania
$1.77M +$110K +3,237 +7%
IB
299
Intrust Bank
Kansas
$1.77M -$544K -15,981 -24%
QC
300
Quent Capital
New York
$1.76M +$615K +18,083 +57%

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.