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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
AF
401
Apollon Financial
South Carolina
$736K +$707K +20,796 New
RFG
402
Range Financial Group
Oregon
$733K +$25.2K +740 +4%
GSC
403
G&S Capital
Colorado
$726K -$7.38K -217 -1%
ECA
404
Elevated Capital Advisors
Utah
$722K +$694K +20,400 New
WFAG
405
Worth Financial Advisory Group
North Carolina
$718K +$67.8K +1,994 +11%
HWM
406
Hassell Wealth Management
Louisiana
$710K -$46.8K -1,377 -6%
TCM
407
Triumph Capital Management
Colorado
$705K +$108K +3,186 +19%
Citigroup
408
Citigroup
New York
$705K +$29.7K +874 +5%
AR
409
Apeiron RIA
Texas
$703K +$17.2K +505 +3%
AA
410
Aire Advisors
California
$697K +$7.24K +213 +1%
CF
411
Convergence Financial
Missouri
$695K +$436K +12,825 +188%
BFM
412
Broadview Financial Management
Wisconsin
$690K -$76.4K -2,246 -10%
EI
413
Ellevest Inc
New York
$687K
OC
414
Oppenheimer & Co
New York
$678K +$2.82K +83 +0.4%
MGW
415
MB Generational Wealth
Washington
$674K +$647K +19,036 New
RFN
416
Redwood Financial Network
Ohio
$672K -$5.48K -161 -0.8%
GC
417
Gilbert & Cook
Iowa
$659K +$269K +7,912 +74%
CSB
418
City State Bank
Iowa
$659K -$3.74K -110 -0.6%
CAS
419
Coppell Advisory Solutions
Texas
$640K +$481K +14,142 +360%
RWPA
420
Richard W. Paul & Associates
Michigan
$633K -$26.8K -787 -4%
MFA
421
Morling Financial Advisors
California
$629K +$4.25K +125 +0.7%
CW
422
Cooksen Wealth
Texas
$625K +$600K +17,653 New
CAM
423
Cozad Asset Management
Illinois
$623K +$105K +3,088 +21%
SPIA
424
Steward Partners Investment Advisory
New York
$619K -$2.48K -73 -0.4%
FFA
425
Fragasso Financial Advisors
Pennsylvania
$619K -$142K -4,163 -19%

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.