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State Street SPDR Portfolio Emerging Markets ETF
SPEM

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: 38 → 50 (+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: 714 → 731 (+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
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$70M
2
KOC
Koss-Olinger Consulting
Florida
+$30M
3
Bank of America
Bank of America
North Carolina
+$28M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.8M
5
CA
Clearstead Advisors
Ohio
+$24.9M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$33.8M
2
Jane Street
Jane Street
New York
-$33.1M
3
SMM
Stadion Money Management
Georgia
-$27.2M
4
MFS
McNamara Financial Services
Massachusetts
-$19.6M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
451
Prosperity Capital Advisors
Ohio
$579K +$40.6K +1,090 +8%
VT
452
Vise Technologies
New York
$576K -$37.2K -1,000 -6%
SFC
453
Strategic Financial Concepts
Texas
$576K +$4.8M +128,861 +649%
AC
454
Apella Capital
Connecticut
$572K -$58K -1,558 -10%
SFSG
455
Sound Financial Strategies Group
Mississippi
$570K +$563K +15,120 New
CP
456
Castleview Partners
Texas
$564K +$175K +4,712 +46%
PWM
457
Penobscot Wealth Management
Maine
$564K -$21.2K -569 -4%
RCAG
458
Rehmann Capital Advisory Group
Michigan
$562K +$6.96K +187 +1%
GHAM
459
Gilman Hill Asset Management
Connecticut
$558K +$29.2K +785 +6%
CSPIA
460
Cary Street Partners Investment Advisory
Virginia
$551K +$17.3K +464 +3%
CF
461
Convergence Financial
Missouri
$551K +$176K +4,726 +48%
CAM
462
Cresset Asset Management
Illinois
$543K +$42.3K +1,135 +9%
TPCW
463
TD Private Client Wealth
New York
$542K +$79.3K +2,129 +17%
KFP
464
Keener Financial Planning
Texas
$541K – – –
CIC
465
Carnegie Investment Counsel
Ohio
$534K -$13.1K -353 -2%
SAM
466
Sequent Asset Management
Texas
$528K – – –
LCM
467
Lunt Capital Management
Utah
$520K +$514K +13,801 New
CPW
468
Catalyst Private Wealth
California
$520K -$55.6K -1,492 -10%
LA
469
Lane & Associates
New Jersey
$519K -$316K -8,484 -38%
SPAS
470
Spectrum Planning & Advisory Services
California
$516K +$511K +13,732 New
NWM
471
Napa Wealth Management
California
$515K +$509K +13,665 New
CWM
472
Cabot Wealth Management
Massachusetts
$514K – – –
RW
473
Rede Wealth
Virginia
$513K +$256K +6,874 +102%
FPIS
474
Financial Planning & Information Services
Wisconsin
$512K -$39.8K -1,069 -7%
US Bancorp
475
US Bancorp
Minnesota
$509K -$18.2K -489 -3%
17 18
19
20 21

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.