We are live on ! Find out more
SPEM icon

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
DC
451
Destiny Capital
Colorado
$548K +$526K +15,468 New
CAG
452
Curtis Advisory Group
California
$547K +$526K +15,456 New
MWAM
453
Manhattan West Asset Management
California
$540K -$463K -13,616 -47%
PCA
454
Prosperity Capital Advisors
Ohio
$539K +$37.1K +1,090 +8%
MW
455
Maia Wealth
Colorado
$536K +$515K +15,134 New
HKIMG
456
Hutchens & Kramer Investment Management Group
Indiana
$533K -$25.1K -737 -5%
PSIWM
457
Paradigm Strategies in Wealth Management
Minnesota
$527K -$292K -8,596 -37%
FMWA
458
Forvis Mazars Wealth Advisors
Missouri
$525K -$42.9K -1,261 -8%
ASN
459
Advisory Services Network
Georgia
$525K +$252K +7,410 +100%
FW
460
FirstPurpose Wealth
Utah
$523K -$62.2K -1,828 -11%
AWAU
461
Alliance Wealth Advisors (Utah)
Utah
$522K -$107K -3,148 -18%
IGWM
462
ICA Group Wealth Management
Colorado
$522K +$49.9K +1,468 +11%
PFA
463
Professional Financial Advisors
Nebraska
$520K -$96.8K -2,845 -16%
FPIS
464
Financial Planning & Information Services
Wisconsin
$519K -$106K -3,118 -18%
TSS
465
Two Sigma Securities
New York
$519K +$134K +3,950 +37%
RFA
466
Resurgent Financial Advisors
Georgia
$515K +$578 +17 +0.1%
CIC
467
Carnegie Investment Counsel
Ohio
$514K -$23.6K -694 -5%
TW
468
Towerpoint Wealth
California
$509K -$6.12K -180 -1%
IPWA
469
International Private Wealth Advisors
California
$509K +$489K +14,375 New
SWM
470
Sterling Wealth Management
Illinois
$507K +$487K +14,315 New
LCWP
471
Legacy Capital Wealth Partners
Arkansas
$504K +$485K +14,247 New
CA
472
Calton & Associates
Florida
$504K +$484K +14,237 New
CRA
473
Clear Rock Advisors
Texas
$503K +$490K +14,410 New
GHAM
474
Gilman Hill Asset Management
Connecticut
$497K
PWM
475
Penobscot Wealth Management
Maine
$496K -$180K -5,301 -27%

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.