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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
PAG
26
Private Advisor Group
New Jersey
$45.8M +$1.26M +37,089 +3%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$44.7M +$5.92M +173,971 +16%
ACA
28
Aptus Capital Advisors
Alabama
$39.6M -$3.03M -89,139 -7%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$39.3M +$19.9M +586,401 +112%
HighTower Advisors
30
HighTower Advisors
Illinois
$39.1M +$7.04M +206,934 +23%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$38.4M +$3.99M +117,236 +12%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$37.8M +$4.75M +139,583 +15%
GLA
33
Great Lakes Advisors
Illinois
$37M +$13.5K +396 +0%
RJA
34
Raymond James & Associates
Florida
$36.1M +$28.3M +833,207 +450%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$32.5M +$31.2M +918,701 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$31.1M +$15.4M +454,207 +107%
AWM
37
AE Wealth Management
Kansas
$30.1M +$24.9M +731,192 +523%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$30.1M +$28.9M +850,175 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$29.2M +$8.81M +258,918 +46%
CAN
40
Cetera Advisor Networks
California
$28.4M +$4.13M +121,553 +18%
Betterment LLC
41
Betterment LLC
New York
$27.9M +$3.98M +116,947 +17%
LIA
42
Luken Investment Analytics
Tennessee
$27.4M -$3.35M -98,483 -11%
KOC
43
Koss-Olinger Consulting
Florida
$25.8M +$24.7M +727,438 New
GSIS
44
Global Strategic Investment Solutions
Arizona
$25.1M -$612K -17,991 -2%
DJSG
45
D.J. St. Germain
Massachusetts
$23.6M -$3.56M -104,671 -14%
IC
46
Iconiq Capital
California
$22.9M +$320K +9,419 +1%
CIC
47
Cutler Investment Counsel
Oregon
$22.8M +$680K +19,982 +3%
BPA
48
Beacon Pointe Advisors
California
$22.2M -$10.6M -312,318 -33%
WSTAM
49
Wilbanks Smith & Thomas Asset Management
Virginia
$21.7M -$806K -23,710 -4%
VA
50
Valmark Advisers
Ohio
$20.8M +$1.28M +37,552 +7%

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.