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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
NRI
426
NFP Retirement Inc
California
$617K -$60.2K -1,771 -9%
Fidelity Investments
427
Fidelity Investments
Massachusetts
$611K +$44.1K +1,298 +8%
OCM
428
One Capital Management
California
$609K -$13.3K -392 -2%
AA
429
ACT Advisors
North Carolina
$606K -$9.18K -270 -2%
PAG
430
Paladin Advisory Group
Iowa
$606K -$873K -25,681 -60%
TWM
431
Trinity Wealth Management
Pennsylvania
$605K +$42.2K +1,240 +8%
AF
432
Apexium Financial
Texas
$604K +$580K +17,067 New
AC
433
Apella Capital
Connecticut
$604K -$444K -13,064 -43%
AO
434
Advisor OS
Illinois
$599K -$80.7K -2,372 -12%
VCP
435
Verus Capital Partners
Arizona
$598K +$164K +4,825 +40%
SAI
436
Savvy Advisors Inc
New York
$597K +$573K +16,854 New
CPW
437
Catalyst Private Wealth
California
$584K +$561K +16,493 New
EFG
438
Ehrlich Financial Group
California
$584K +$561K +16,486 New
FHA
439
First Horizon Advisors
Tennessee
$584K -$259K -7,607 -32%
VWA
440
Valued Wealth Advisors
Utah
$580K +$587K +17,272 New
TVAMP
441
Tennessee Valley Asset Management Partners
Tennessee
$573K +$551K +16,192 New
EA
442
Eudaimonia Advisors
Tennessee
$573K +$11.2K +329 +2%
GWSG
443
GPS Wealth Strategies Group
Colorado
$571K -$868K -25,528 -61%
VT
444
Vise Technologies
New York
$564K +$279K +8,196 +106%
WAG
445
Wallace Advisory Group
California
$562K -$13.2K -389 -2%
GWP
446
Gateway Wealth Partners
Wisconsin
$560K -$6.77M -199,119 -93%
PCIA
447
Prime Capital Investment Advisors
Kansas
$558K +$216K +6,344 +67%
RCAG
448
Rehmann Capital Advisory Group
Michigan
$556K -$72.1K -2,120 -12%
FIM
449
Freedom Investment Management
Connecticut
$555K -$49K -1,441 -8%
BFEC
450
Benjamin F. Edwards & Company
Missouri
$553K +$10.2K +301 +2%

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.