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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
FTS
351
Fifth Third Securities
Ohio
$1.11M +$717K +21,088 +204%
DWM
352
Defined Wealth Management
Oregon
$1.11M +$12K +353 +1%
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.09M -$26.7K -784 -2%
EP
354
Eudaimonia Partners
Tennessee
$1.09M +$43.3K +1,272 +4%
IF
355
IRON Financial
Illinois
$1.06M -$7.48K -220 -0.7%
Truist Financial
356
Truist Financial
North Carolina
$1.06M -$13.2K -388 -1%
LAM
357
Lifestyle Asset Management
Texas
$1.06M +$22.4K +660 +2%
AFTS
358
American Financial & Tax Strategies
New York
$1.05M +$1.01M +29,687 New
William Blair & Company
359
William Blair & Company
Illinois
$1.05M +$34.8K +1,022 +4%
AFG
360
Atomi Financial Group
New York
$1.05M +$206K +6,056 +26%
BDFN
361
Bond & Devick Financial Network
Minnesota
$1.03M -$74K -2,177 -7%
TF
362
Trek Financial
Arizona
$1.03M -$1.27M -37,238 -56%
FNWA
363
Financial Network Wealth Advisors
Utah
$1.01M +$975K +28,663 New
WPW
364
Watershed Private Wealth
Illinois
$999K -$386K -11,336 -29%
MHR
365
Matthew Hamilton Rosenberg
$999K -$18.4K -541 -2%
RIS
366
Retirement Income Solutions
Michigan
$988K +$21.9K +645 +2%
YAL
367
Your Advocates Ltd
Texas
$986K -$535K -15,744 -36%
SFC
368
Strategic Financial Concepts
Texas
$981K +$184K +5,399 +24%
NFG
369
Northeast Financial Group
Pennsylvania
$972K +$934K +27,461 New
GP
370
Girard Partners
Pennsylvania
$972K +$61.6K +1,811 +7%
KCPG
371
Kavar Capital Partners Group
Kansas
$970K +$463K +13,610 +99%
FIC
372
Family Investment Center
Missouri
$939K -$170 -5 -0%
OGF
373
Orin Green Financial
California
$937K -$1.67K -49 -0.2%
B
374
Bensler
Washington
$937K -$214K -6,297 -19%
PCA
375
Pallas Capital Advisors
Massachusetts
$919K +$882K +25,947 New

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.