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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
AIS
326
American Investment Services
Massachusetts
$1.39M +$41K +1,204 +3%
SA
327
Strategic Advocates
Utah
$1.38M -$419K -12,319 -24%
LBC
328
Lowe Brockenbrough & Co
Virginia
$1.37M +$991K +29,150 +304%
RWM
329
Ritholtz Wealth Management
New York
$1.37M -$8.03K -236 -0.6%
AFS
330
Annapolis Financial Services
Maryland
$1.34M -$923K -27,150 -42%
GFPC
331
Global Financial Private Client
Florida
$1.33M +$500K +14,694 +64%
SCM
332
Stonehearth Capital Management
Massachusetts
$1.31M -$174K -5,125 -12%
CBC
333
Coombe, Bender & Co
New York
$1.31M +$43.6K +1,282 +4%
Prudential Financial
334
Prudential Financial
New Jersey
$1.3M +$60.2K +1,770 +5%
JWM
335
JPL Wealth Management
Colorado
$1.3M +$1.25M +36,645 New
PWP
336
PrairieView Wealth Partners
Illinois
$1.24M +$1.19M +34,930 New
DI
337
DFPG Investments
Utah
$1.21M +$211K +6,212 +22%
AWA
338
Arete Wealth Advisors
Illinois
$1.21M +$1.16M +34,125 New
KFS
339
Kelly Financial Services
Massachusetts
$1.17M -$44.5K -1,309 -4%
RFA
340
RTD Financial Advisors
Pennsylvania
$1.17M +$44.7K +1,314 +4%
TFP
341
Traction Financial Partners
Wyoming
$1.17M +$1.12M +33,036 New
AWM
342
Apollon Wealth Management
South Carolina
$1.17M +$401K +11,793 +56%
RWA
343
Rooted Wealth Advisors
Illinois
$1.17M +$307K +9,030 +37%
MHS
344
M Holdings Securities
Oregon
$1.16M -$587K -17,268 -34%
UWM
345
USAdvisors Wealth Management
Minnesota
$1.15M -$2.1M -61,649 -65%
BA
346
Bridge Advisory
California
$1.14M +$54.5K +1,602 +5%
RIM
347
Rockbridge Investment Management
New York
$1.13M -$18.5K -544 -2%
VCM
348
Vivaldi Capital Management
Illinois
$1.13M +$389K +11,435 +54%
LOIM
349
Liberty One Investment Management
Illinois
$1.13M -$23.4K -689 -2%
FFG
350
Frisch Financial Group
New York
$1.12M +$45.7K +1,343 +4%

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.