We are live on ! Find out more
SPEM icon

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
CAAM
351
Cornerstone Advisors Asset Management
Pennsylvania
$1.22M +$1.21M +32,434 New
BWP
352
Balboa Wealth Partners
Arizona
$1.2M +$178K +4,778 +18%
AFG
353
Atomi Financial Group
New York
$1.19M -$97.2K -2,610 -8%
DWM
354
Defined Wealth Management
Oregon
$1.18M -$1.08K -29 -0.1%
LOIM
355
Liberty One Investment Management
Illinois
$1.17M +$6.55K +176 +0.6%
RIM
356
Rockbridge Investment Management
New York
$1.17M -$16.9K -455 -1%
JWA
357
JFS Wealth Advisors
Pennsylvania
$1.14M -$14.7K -395 -1%
IF
358
IRON Financial
Illinois
$1.13M -$6.26K -168 -0.6%
FNWA
359
Financial Network Wealth Advisors
Utah
$1.11M -$335 -9 -0%
SWA
360
SOA Wealth Advisors
New York
$1.1M +$183K +4,901 +20%
AFTS
361
American Financial & Tax Strategies
New York
$1.1M -$17.8K -478 -2%
BDFN
362
Bond & Devick Financial Network
Minnesota
$1.09M
Citigroup
363
Citigroup
New York
$1.09M +$91K +2,443 +9%
William Blair & Company
364
William Blair & Company
Illinois
$1.07M -$61.3K -1,646 -5%
Fidelity Investments
365
Fidelity Investments
Massachusetts
$1.05M +$309K +8,296 +42%
KWA
366
Kingswood Wealth Advisors
California
$1.04M +$683K +18,346 +196%
HA
367
Hofer & Associates
California
$1.04M +$18.7K +502 +2%
FFG
368
Frisch Financial Group
New York
$1.03M -$23K -618 -2%
MHR
369
Matthew Hamilton Rosenberg
$1.02M -$28.7K -771 -3%
SPIA
370
Steward Partners Investment Advisory
New York
$1M +$69.8K +1,875 +8%
MHS
371
M Holdings Securities
Oregon
$1M -$54.7K -1,470 -5%
LAM
372
Lifestyle Asset Management
Texas
$998K -$34.4K -925 -3%
PCA
373
Pallas Capital Advisors
Massachusetts
$988K -$633 -17 -0.1%
NFG
374
Northeast Financial Group
Pennsylvania
$985K -$16.4K -441 -2%
ASN
375
Advisory Services Network
Georgia
$972K +$408K +10,946 +74%

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.