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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
UBS Group
26
UBS Group
Switzerland
$57.7M -$2.32M -62,165 -4%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$55.6M +$3.52M +94,447 +7%
PAG
28
Private Advisor Group
New Jersey
$53.4M +$3.04M +81,633 +6%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$48M +$6.43M +172,754 +16%
Osaic Holdings
30
Osaic Holdings
Arizona
$46.2M +$329K +8,830 +0.7%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$45.1M +$1.31M +35,071 +3%
AA
32
Advisory Alpha
Michigan
$43M -$1.41M -37,860 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$41.9M +$807K +21,674 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$36.5M +$1.09M +29,364 +3%
JFA
35
JNBA Financial Advisors
Minnesota
$36.3M +$6.9M +185,337 +24%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$34.7M +$14.3M +383,320 +71%
MFS
37
McNamara Financial Services
Massachusetts
$33.6M -$19.6M -525,118 -37%
LIA
38
Luken Investment Analytics
Tennessee
$31.8M -$589K -15,820 -2%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$30.5M -$402K -10,801 -1%
KOC
40
Koss-Olinger Consulting
Florida
$30.4M +$30M +806,369 New
TC
41
Trilogy Capital
California
$29.6M +$1.18M +31,761 +4%
GM
42
GeoWealth Management
Illinois
$29M -$4.62M -123,996 -14%
GSIS
43
Global Strategic Investment Solutions
Arizona
$26.3M -$271K -7,267 -1%
MML Investors Services
44
MML Investors Services
Massachusetts
$26.1M +$4.19M +112,528 +19%
CIC
45
Cutler Investment Counsel
Oregon
$25.6M +$377K +10,123 +2%
DJSG
46
D.J. St. Germain
Massachusetts
$25.2M +$260K +6,988 +1%
CA
47
Clearstead Advisors
Ohio
$25.2M +$24.9M +668,135 +3,340,675%
IC
48
Iconiq Capital
California
$24.6M +$271K +7,280 +1%
MAS
49
Meeder Advisory Services
Ohio
$23.6M +$7.09M +190,371 +44%
JP Morgan Chase
50
JP Morgan Chase
New York
$23.3M +$10.4M +278,857 +82%

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.