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State Street SPDR Portfolio Emerging Markets ETF

615 hedge funds and large institutions have $5.61B invested in State Street SPDR Portfolio Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 47

49% more capital invested

Capital invested by funds: $3.77B → $5.61B (+$1.83B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

23% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 208

9% more funds holding

Funds holding: 566615 (+49)

3.05% more ownership

Funds ownership: 74.21%77.25% (+3%)

Holders
615
Holders Change
+49
Holders Change %
+8.66%
% of All Funds
9.89%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.61%
New
111
Increased
256
Reduced
208
Closed
47
Calls
$2.12M
Puts
Net Calls
+$2.12M
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
351
Broadview Financial Management
Wisconsin
$734K +$31.1K +960 +5%
ULWM
352
Upper Left Wealth Management
Florida
$709K +$696K +21,498 New
APW
353
Austin Private Wealth
Texas
$708K +$696K +21,492 New
AR
354
Apeiron RIA
Texas
$708K +$38.4K +1,185 +6%
HWA
355
Hilltop Wealth Advisors
North Carolina
$693K -$289K -8,929 -30%
FPCP
356
Fort Point Capital Partners
California
$690K -$230K -7,112 -25%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$685K -$20K -618 -3%
RFN
358
Redwood Financial Network
Ohio
$673K -$106K -3,281 -14%
HA
359
Hofer & Associates
California
$667K -$39.1K -1,208 -6%
NAS
360
Nicolet Advisory Services
Wisconsin
$666K -$30.8K -951 -5%
Charles Schwab
361
Charles Schwab
California
$665K +$654K +20,181 New
OCM
362
One Capital Management
California
$656K -$681K -21,033 -51%
OC
363
Oppenheimer & Co
New York
$654K +$2.46K +76 +0.4%
GSC
364
G&S Capital
Colorado
$642K +$15.5K +477 +3%
EI
365
Ellevest Inc
New York
$639K
IWP
366
IAG Wealth Partners
Wisconsin
$639K +$95.9K +2,961 +18%
BFEC
367
Benjamin F. Edwards & Company
Missouri
$628K -$405K -12,513 -40%
YIA
368
YHB Investment Advisors
Connecticut
$627K -$18.5K -572 -3%
PCA
369
Prosperity Capital Advisors
Ohio
$626K +$615K +18,986 New
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$625K +$3.14K +97 +0.5%
AWM
371
Apollon Wealth Management
South Carolina
$623K +$38K +1,172 +7%
HKIMG
372
Hutchens & Kramer Investment Management Group
Indiana
$623K -$22.8K -704 -4%
Citigroup
373
Citigroup
New York
$617K -$1.13K -35 -0.2%
NRI
374
NFP Retirement Inc
California
$602K +$33.5K +1,034 +6%
SFG
375
Sunburst Financial Group
Alabama
$596K -$593K -18,297 -50%

SPEM Hedge Fund Activity: Q4 2022 in Review

615 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2022, worth a combined $5.61B — up 49% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPEM positions and 47 closed out — a net gain of 64 holders — while 256 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $115M. The largest seller was CFS Investment Advisory Services, cutting an estimated $25.1M.

  • 615 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2022, up from 566 in Q3 2022.
  • Funds reported $5.61B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2022, up 49% quarter-over-quarter.
  • 111 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2022 and 47 closed out, a net change of +64 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $115M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2022.