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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
ACM
376
Advance Capital Management
Michigan
$912K -$46.3K -1,360 -5%
HA
377
Hofer & Associates
California
$908K -$19.2K -564 -2%
IWP
378
IAG Wealth Partners
Wisconsin
$904K +$145K +4,263 +20%
PWA
379
Phoenix Wealth Advisors
North Carolina
$899K +$332K +9,763 +61%
ECG
380
Edge Capital Group
Georgia
$866K +$437K +12,847 +111%
LA
381
Lane & Associates
New Jersey
$852K -$93.1K -2,736 -10%
BTWM
382
Baker Tilly Wealth Management
Wisconsin
$835K +$53.4K +1,569 +7%
HWM
383
HighMark Wealth Management
Minnesota
$825K +$7.96K +234 +1%
SWA
384
SOA Wealth Advisors
New York
$825K +$79.5K +2,337 +11%
SFG
385
Sunburst Financial Group
Alabama
$825K +$50.6K +1,488 +7%
SS
386
Simplicity Solutions
Minnesota
$811K -$165K -4,843 -17%
RW
387
RVW Wealth
California
$810K -$256K -7,536 -25%
HWA
388
Hilltop Wealth Advisors
North Carolina
$804K -$11.4K -335 -1%
CWM
389
Certus Wealth Management
California
$794K -$42.7K -1,255 -5%
LIM
390
Leavell Investment Management
Alabama
$793K -$115K -3,395 -13%
BGA
391
Battery Global Advisors
Massachusetts
$792K +$76.7K +2,256 New
EWA
392
EP Wealth Advisors
California
$788K +$231K +6,778 +44%
PWM
393
Perigon Wealth Management
California
$787K -$213K -6,265 -22%
ULWM
394
Upper Left Wealth Management
Florida
$781K +$109K +3,211 +17%
NWM
395
Northwest Wealth Management
Iowa
$775K -$3.27K -96 -0.4%
HC
396
Hamilton Capital
Ohio
$773K
BWP
397
Balboa Wealth Partners
Arizona
$772K +$7.99K +235 +1%
WP
398
WealthSource Partners
California
$767K -$17M -499,615 -96%
SIA
399
Strategic Investment Advisors
Michigan
$757K -$54.6K -1,606 -7%
NSAM
400
North Star Asset Management
Wisconsin
$739K +$709K +20,858 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.