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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
WP
401
WealthSource Partners
California
$488K -$129K -3,993 -21%
PFA
402
Professional Financial Advisors
Nebraska
$480K -$51.8K -1,600 -10%
Fidelity Investments
403
Fidelity Investments
Massachusetts
$477K -$341K -10,540 -42%
Rockefeller Capital Management
404
Rockefeller Capital Management
New York
$477K -$85.4K -2,637 -15%
RWPA
405
Richard W. Paul & Associates
Michigan
$466K +$458K +14,153 New
OBWG
406
Onyx Bridge Wealth Group
New York
$466K +$71.1K +2,195 +19%
GHAM
407
Gilman Hill Asset Management
Connecticut
$463K -$198K -6,120 -30%
CIC
408
Carnegie Investment Counsel
Ohio
$462K +$5.51K +170 +1%
AUB
409
Atlantic Union Bankshares
Virginia
$450K -$228K -7,045 -34%
WFAG
410
Worth Financial Advisory Group
North Carolina
$440K +$432K +13,343 New
RPCA
411
Running Point Capital Advisors
California
$435K +$31.3K +965 +8%
SFP
412
Strategic Financial Planning
Texas
$435K -$325K -10,041 -43%
BCI
413
Brinker Capital Investments
Pennsylvania
$432K -$54.6K -1,685 -11%
OSNBOA
414
Old Second National Bank of Aurora
Illinois
$423K -$126K -3,895 -23%
LWAC
415
Laurel Wealth Advisors (California)
California
$413K +$25.4K +785 +7%
EWM
416
Empirical Wealth Management
Washington
$413K -$1.78K -55 -0.4%
Prudential Financial
417
Prudential Financial
New Jersey
$412K -$119K -3,679 -23%
TWM
418
Trinity Wealth Management
Pennsylvania
$408K +$20.9K +645 +6%
FPW
419
Flagship Private Wealth
Massachusetts
$404K +$324 +10 +0.1%
FWA
420
FSM Wealth Advisors
Ohio
$400K +$393K +12,130 New
VPP
421
Vertex Planning Partners
Illinois
$398K +$391K +12,076 New
SS
422
Simplicity Solutions
Minnesota
$392K -$215K -6,638 -36%
AAS
423
Avantax Advisory Services
Texas
$381K -$55.3K -1,707 -13%
RW
424
Rede Wealth
Virginia
$379K +$372K +11,496 New
VC
425
Vicus Capital
Pennsylvania
$375K +$12K +369 +3%

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.