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State Street SPDR Portfolio Emerging Markets ETF

731 hedge funds and large institutions have $7.02B invested in State Street SPDR Portfolio Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 311 increasing their positions, 269 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

32% more funds holding in top 10

Funds holding in top 10: 3850 (+12)

16% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 269

9% more capital invested

Capital invested by funds: $6.45B → $7.02B (+$571M)

3.28% more ownership

Funds ownership: 75.04%78.32% (+3.3%)

2% more funds holding

Funds holding: 714731 (+17)

Holders
731
Holders Change
+17
Holders Change %
+2.38%
% of All Funds
10.56%
Holding in Top 10
50
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+31.58%
% of All Funds
0.72%
New
68
Increased
311
Reduced
269
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
426
Coppell Advisory Solutions
Texas
$667K +$659K +17,694 New
HWA
427
Hilltop Wealth Advisors
North Carolina
$665K -$104K -2,794 -14%
RIS
428
Retirement Income Solutions
Michigan
$658K -$315K -8,451 -33%
SSWM
429
Sheets Smith Wealth Management
North Carolina
$651K +$156K +4,183 +32%
VFG
430
Valley Financial Group
Pennsylvania
$649K -$84.8K -2,276 -12%
NRI
431
NFP Retirement Inc
California
$649K +$12.8K +344 +2%
IPWA
432
International Private Wealth Advisors
California
$646K +$362K +9,726 +131%
CW
433
Cooksen Wealth
Texas
$645K -$17.6K -472 -3%
FFA
434
Fragasso Financial Advisors
Pennsylvania
$644K -$33.7K -905 -5%
Baird Financial Group
435
Baird Financial Group
Wisconsin
$639K +$358K +9,609 +131%
BFEC
436
Benjamin F. Edwards & Company
Missouri
$635K +$16.2K +435 +3%
LFG
437
Lockerman Financial Group
California
$634K +$28.9K +776 +5%
AAS
438
Avantax Advisory Services
Texas
$633K +$40.6K +1,091 +7%
VWA
439
Valued Wealth Advisors
Utah
$627K +$5.44K +146 +0.9%
MFA
440
Morling Financial Advisors
California
$624K -$559 -15 -0.1%
GC
441
Gilbert & Cook
Iowa
$623K -$10K -269 -2%
MCC
442
Money Concepts Capital
Florida
$621K +$80.2K +2,154 +15%
AO
443
Advisor OS
Illinois
$619K -$11.6K -312 -2%
AA
444
ACT Advisors
North Carolina
$617K -$1.45K -39 -0.2%
PFA
445
Professional Financial Advisors
Nebraska
$613K -$2.27K -61 -0.4%
GWSG
446
GPS Wealth Strategies Group
Colorado
$598K +$112 +3 +0%
SCM
447
Saxony Capital Management
Missouri
$597K +$590K +15,839 New
CWM
448
Certus Wealth Management
California
$596K -$59.2K -1,589 -9%
MHWM
449
Montz Harcus Wealth Management
Louisiana
$590K +$34.3K +921 +6%
CAG
450
Curtis Advisory Group
California
$585K +$3.65K +98 +0.6%

SPEM Hedge Fund Activity: Q2 2024 in Review

731 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2024, worth a combined $7.02B — up 8.9% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPEM positions and 42 closed out — a net gain of 26 holders — while 311 added to existing stakes and 269 trimmed.

The largest buyer was Horizon Investments, adding an estimated $70M. The largest seller was Creative Planning, cutting an estimated $33.8M.

  • 731 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2024, up from 714 in Q1 2024.
  • Funds reported $7.02B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2024 and 42 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2024 was Horizon Investments, an estimated $70M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2024 was Creative Planning, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2024.