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State Street SPDR Portfolio Emerging Markets ETF

615 hedge funds and large institutions have $5.61B invested in State Street SPDR Portfolio Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 47

49% more capital invested

Capital invested by funds: $3.77B → $5.61B (+$1.83B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

23% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 208

9% more funds holding

Funds holding: 566615 (+49)

3.05% more ownership

Funds ownership: 74.21%77.25% (+3%)

Holders
615
Holders Change
+49
Holders Change %
+8.66%
% of All Funds
9.89%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.61%
New
111
Increased
256
Reduced
208
Closed
47
Calls
$2.12M
Puts
Net Calls
+$2.12M
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Advisory Alpha
Michigan
$36.7M -$456K -14,078 -1%
Osaic Holdings
27
Osaic Holdings
Arizona
$33.9M +$126K +3,880 +0.4%
CAL
28
Capital Analysts LLC
Pennsylvania
$32.8M +$30.6M +943,676 +1,847%
PI
29
PFS Investments
Georgia
$32M +$8.97M +276,757 +40%
SMM
30
Stadion Money Management
Georgia
$28.1M +$240K +7,405 +0.9%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$26.9M -$3.21M -99,108 -11%
ACA
32
Aptus Capital Advisors
Alabama
$25.8M +$11.9M +368,570 +89%
Betterment LLC
33
Betterment LLC
New York
$23.9M +$6.22M +191,983 +36%
HighTower Advisors
34
HighTower Advisors
Illinois
$23.5M -$5.69M -175,703 -20%
KOC
35
Koss-Olinger Consulting
Florida
$23.4M +$1.6M +49,252 +7%
MML Investors Services
36
MML Investors Services
Massachusetts
$22.9M +$1.75M +53,871 +8%
UCFA
37
United Capital Financial Advisors
Texas
$21.9M -$1.12M -34,511 -5%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$21.8M -$4.64M -143,353 -18%
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$21.3M -$404K -12,482 -2%
CIC
40
Cutler Investment Counsel
Oregon
$21.1M -$15.7K -484 -0.1%
SWM
41
SigFig Wealth Management
California
$20.6M -$375K -11,563 -2%
IC
42
Iconiq Capital
California
$20.5M +$173K +5,327 +0.9%
KW
43
KWB Wealth
California
$18.7M -$2.48M -76,591 -12%
BP
44
Ballentine Partners
Massachusetts
$18.3M +$8.32M +256,786 +86%
VA
45
Valmark Advisers
Ohio
$18.1M +$2.98M +91,947 +20%
MWM
46
Moran Wealth Management
Florida
$17.7M +$17.4M +537,754 New
Jane Street
47
Jane Street
New York
$17.3M +$10.8M +334,651 +175%
BPA
48
Beacon Pointe Advisors
California
$17.1M +$1.54M +47,684 +10%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$15.9M -$2.36M -72,928 -13%
BCM
50
Brookstone Capital Management
Illinois
$15.8M -$1.14M -35,261 -7%

SPEM Hedge Fund Activity: Q4 2022 in Review

615 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2022, worth a combined $5.61B — up 49% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPEM positions and 47 closed out — a net gain of 64 holders — while 256 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $115M. The largest seller was CFS Investment Advisory Services, cutting an estimated $25.1M.

  • 615 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2022, up from 566 in Q3 2022.
  • Funds reported $5.61B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2022, up 49% quarter-over-quarter.
  • 111 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2022 and 47 closed out, a net change of +64 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $115M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2022.