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State Street SPDR Portfolio Emerging Markets ETF

731 hedge funds and large institutions have $7.02B invested in State Street SPDR Portfolio Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 311 increasing their positions, 269 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

32% more funds holding in top 10

Funds holding in top 10: 3850 (+12)

16% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 269

9% more capital invested

Capital invested by funds: $6.45B → $7.02B (+$571M)

3.28% more ownership

Funds ownership: 75.04%78.32% (+3.3%)

2% more funds holding

Funds holding: 714731 (+17)

Holders
731
Holders Change
+17
Holders Change %
+2.38%
% of All Funds
10.56%
Holding in Top 10
50
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+31.58%
% of All Funds
0.72%
New
68
Increased
311
Reduced
269
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
301
Elwood & Goetz Wealth Advisory Group
Georgia
$1.91M -$300K -8,068 -14%
CIAS
302
CFS Investment Advisory Services
New Jersey
$1.9M +$767K +20,588 +69%
KSWA
303
Kathleen S. Wright Associates
Pennsylvania
$1.86M -$49.5K -1,330 -3%
KBFS
304
Kohmann Bosshard Financial Services
Ohio
$1.85M -$3.35K -90 -0.2%
IB
305
Intrust Bank
Kansas
$1.84M -$33.1K -888 -2%
BSW
306
Buckingham Strategic Wealth
Missouri
$1.82M +$33.5K +900 +2%
OIA
307
OneDigital Investment Advisors
Kansas
$1.81M -$328K -8,813 -16%
DI
308
Diligent Investors
California
$1.79M -$3.2K -86 -0.2%
NSAM
309
North Star Asset Management
Wisconsin
$1.77M +$216K +5,801 +14%
GFPC
310
Global Financial Private Client
Florida
$1.75M +$232K +6,237 +15%
WA
311
WBH Advisory
Maryland
$1.73M +$7.15K +192 +0.4%
CCFM
312
Clear Creek Financial Management
Washington
$1.72M -$47.6K -1,279 -3%
OAM
313
Occidental Asset Management
California
$1.71M +$17.6K +472 +1%
SWP
314
Stratos Wealth Partners
Ohio
$1.7M -$393K -10,542 -19%
SMC
315
Smith, Moore & Co
Missouri
$1.69M +$59.6K +1,600 +4%
WPC
316
Wedmont Private Capital
Pennsylvania
$1.69M
VCM
317
Vivaldi Capital Management
Illinois
$1.66M +$42.9K +1,153 +3%
SAI
318
Savvy Advisors Inc
New York
$1.66M +$586K +15,724 +55%
Truist Financial
319
Truist Financial
North Carolina
$1.64M +$487K +13,084 +43%
SF
320
Safeguard Financial
Wisconsin
$1.64M -$27.3K -733 -2%
TDWM
321
Topel & Distasi Wealth Management
California
$1.62M
PWA
322
Phoenix Wealth Advisors
North Carolina
$1.59M +$237K +6,372 +18%
SFS
323
Security Financial Services
Indiana
$1.58M +$1.17M +31,299 +295%
MAC
324
Mason & Associates (California)
California
$1.58M +$172K +4,623 +12%
CFGA
325
Cambridge Financial Group (Arizona)
Arizona
$1.58M

SPEM Hedge Fund Activity: Q2 2024 in Review

731 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2024, worth a combined $7.02B — up 8.9% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPEM positions and 42 closed out — a net gain of 26 holders — while 311 added to existing stakes and 269 trimmed.

The largest buyer was Horizon Investments, adding an estimated $70M. The largest seller was Creative Planning, cutting an estimated $33.8M.

  • 731 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2024, up from 714 in Q1 2024.
  • Funds reported $7.02B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2024 and 42 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2024 was Horizon Investments, an estimated $70M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2024 was Creative Planning, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2024.