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State Street SPDR Portfolio Emerging Markets ETF

566 hedge funds and large institutions have $3.77B invested in State Street SPDR Portfolio Emerging Markets ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 255 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 199

0.68% more ownership

Funds ownership: 73.53%74.21% (+0.68%)

2% less funds holding

Funds holding: 580566 (-14)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

6% less capital invested

Capital invested by funds: $3.99B → $3.77B (-$222M)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

Holders
566
Holders Change
-14
Holders Change %
-2.41%
% of All Funds
9.75%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
46
Increased
255
Reduced
199
Closed
55
Calls
$2.04M
Puts
Net Calls
+$2.04M
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
426
Firestone Capital Management
Florida
$260K
RAM
427
Redmond Asset Management
Virginia
$258K -$13.4K -394 -5%
FW
428
FirstPurpose Wealth
Utah
$254K +$279K +8,191 New
BBHC
429
Brown Brothers Harriman & Co
New York
$251K
SSWM
430
Sheets Smith Wealth Management
North Carolina
$251K +$39.3K +1,154 +17%
VIP
431
Vantage Investment Partners
Missouri
$248K
CPIG
432
Chicago Partners Investment Group
Illinois
$247K -$71.5K -2,101 -21%
IWN
433
Independent Wealth Network
Iowa
$246K -$749 -22 -0.3%
NWM
434
NEIRG Wealth Management
Massachusetts
$242K -$90.7K -2,666 -25%
MWM
435
Meridian Wealth Management
Kentucky
$237K -$85.3K -2,507 -25%
AT
436
American Trust
Kentucky
$237K +$102 +3 +0%
HVIA
437
Hudson Valley Investment Advisors
New York
$233K -$66.7K -1,960 -21%
WIM
438
WealthPlan Investment Management
Nebraska
$229K +$230K +6,759 New
ERIC
439
Eagle Rock Investment Company
Georgia
$228K
CFA
440
Compass Financial Advisors
Indiana
$228K +$12.3K +361 +5%
OPW
441
Oxler Private Wealth
New York
$226K
CAM
442
Cozad Asset Management
Illinois
$226K +$21.8K +640 +10%
AC
443
AWM Capital
Arizona
$222K
SI
444
Stephens Inc
Arkansas
$221K +$17.9K +527 +8%
ECM
445
Evergreen Capital Management
Washington
$221K +$28.1K +826 +13%
WTC
446
WhitTier Trust Company
Nevada
$220K +$242K +7,100 New
NA
447
Nottingham Advisors
New York
$218K +$9.19K +270 +4%
LDFR
448
Lehman & Derafelo Financial Resources
Pennsylvania
$213K
Lido Advisors
449
Lido Advisors
California
$211K -$131K -3,859 -36%
SAM
450
Secure Asset Management
Michigan
$211K

SPEM Hedge Fund Activity: Q3 2022 in Review

566 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2022, worth a combined $3.77B — down 5.6% from $3.99B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SPEM and 46 opened new positions — a net loss of 9 holders — while 199 trimmed existing stakes and 255 added.

The largest buyer was Creative Planning, adding an estimated $40.2M. The largest seller was Tidal Investments, exiting entirely with an estimated $65.4M sold.

  • 566 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2022, down from 580 in Q2 2022.
  • Funds reported $3.77B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2022 and 55 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2022 was Creative Planning, an estimated $40.2M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2022 was Tidal Investments, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2022.