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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
FFA
301
Farther Finance Advisors
California
$1.76M +$1.62M +47,552 +2,356%
PA
302
Parallel Advisors
California
$1.75M -$19.9K -584 -1%
APW
303
Austin Private Wealth
Texas
$1.7M -$46.6K -1,370 -3%
CWM
304
Cornerstone Wealth Management
Missouri
$1.68M -$310K -9,103 -16%
Stifel Financial
305
Stifel Financial
Missouri
$1.67M +$106K +3,121 +7%
BSW
306
Buckingham Strategic Wealth
Missouri
$1.64M -$58.7K -1,725 -4%
WA
307
WBH Advisory
Maryland
$1.63M +$240K +7,042 +18%
T
308
Tidemark
California
$1.61M +$1.55M +45,434 New
OAM
309
Occidental Asset Management
California
$1.61M +$30.9K +909 +2%
BBWP
310
Beacon Bridge Wealth Partners
Pennsylvania
$1.59M +$46.9K +1,378 +3%
TDWM
311
Topel & Distasi Wealth Management
California
$1.52M
SFS
312
Security Financial Services
Indiana
$1.51M -$418K -12,295 -22%
WPC
313
Wedmont Private Capital
Pennsylvania
$1.49M +$922K +27,112 +173%
IF
314
Integrity Financial
Wyoming
$1.49M -$74.4K -2,187 -5%
CFGA
315
Cambridge Financial Group (Arizona)
Arizona
$1.48M +$1.42M +41,868 New
VFPW
316
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.48M +$1.42M +41,729 New
SF
317
Safeguard Financial
Wisconsin
$1.46M +$50.2K +1,477 +4%
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
$1.45M -$298K -8,760 -18%
SFP
319
Strategic Financial Planning
Texas
$1.45M +$1.03M +30,422 +292%
FHB
320
First Hawaiian Bank
Hawaii
$1.43M
PWA
321
Peterson Wealth Advisors
Utah
$1.42M -$72K -2,117 -5%
FA
322
FF Advisors
California
$1.41M +$1.35M +39,726 New
VPP
323
Vertex Planning Partners
Illinois
$1.41M +$57.2K +1,681 +4%
TC
324
TAGStone Capital
North Carolina
$1.4M -$714 -21 -0.1%
SMC
325
Smith, Moore & Co
Missouri
$1.39M +$7.07K +208 +0.5%

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.