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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
MFA
376
Morling Financial Advisors
California
$593K -$25.5K -787 -4%
CWM
377
Cabot Wealth Management
Massachusetts
$582K -$82.7K -2,553 -13%
FW
378
FirstPurpose Wealth
Utah
$576K +$301K +9,297 +114%
SCP
379
Stevens Capital Partners
Nebraska
$576K +$566K +17,473 New
TCM
380
Triumph Capital Management
Colorado
$574K -$1.75K -54 -0.3%
RVPG
381
Relative Value Partners Group
$561K
SPIA
382
Steward Partners Investment Advisory
New York
$555K +$32K +989 +6%
TW
383
Towerpoint Wealth
California
$555K +$545K +16,833 New
WPC
384
Wedmont Private Capital
Pennsylvania
$541K +$30.1K +929 +6%
SWA
385
SOA Wealth Advisors
New York
$540K +$451K +13,919 +568%
SFG
386
SNS Financial Group
Minnesota
$535K -$9.1K -281 -2%
AAS
387
Annex Advisory Services
Wisconsin
$528K -$33.4K -1,031 -6%
CA
388
Calton & Associates
Florida
$528K +$10.4K +321 +2%
SOS
389
Silver Oak Securities
Tennessee
$521K +$512K +15,791 +87,728%
TWM
390
Tradition Wealth Management
Minnesota
$519K -$4.02M -124,241 -89%
BBWP
391
Beacon Bridge Wealth Partners
Pennsylvania
$514K +$505K +15,590 New
SIA
392
Strategic Investment Advisors
Michigan
$514K -$12.6K -388 -2%
HHRDM
393
H&H Retirement Design & Management
Nevada
$512K +$40.8K +1,259 +10%
SWA
394
Stratos Wealth Advisors
Ohio
$511K -$131K -4,055 -21%
T
395
TCWP
Ohio
$509K +$22.4K +693 +5%
National Bank of Canada
396
National Bank of Canada
Quebec, Canada
$498K +$33K +1,018 +7%
SW
397
SlateStone Wealth
Florida
$497K -$65.8K -2,031 -12%
AT
398
American Trust
Kentucky
$497K +$241K +7,447 +98%
RFA
399
Resurgent Financial Advisors
Georgia
$495K -$205K -6,343 -30%
PIMG
400
Patriot Investment Management Group
Tennessee
$489K +$438K +13,527 New

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.