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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
ERIC
476
Eagle Rock Investment Company
Georgia
$258K
USCWA
477
U.S. Capital Wealth Advisors
Texas
$258K +$253K +7,817 New
NWM
478
NEIRG Wealth Management
Massachusetts
$257K
MWM
479
Meridian Wealth Management
Kentucky
$254K +$2.69K +83 +1%
WIM
480
WealthPlan Investment Management
Nebraska
$253K +$15.2K +468 +7%
WP
481
WealthPLAN Partners
Nebraska
$252K +$234K +7,227 New
GFPC
482
Global Financial Private Client
Florida
$242K +$21.8K +674 +10%
CFA
483
Compass Financial Advisors
Indiana
$241K -$810 -25 -0.3%
BP
484
BCK Partners
New York
$238K -$224K -6,929 -49%
ECM
485
Evergreen Capital Management
Washington
$237K +$2.3K +71 +1%
WTC
486
WhitTier Trust Company
Nevada
$234K
HVIA
487
Hudson Valley Investment Advisors
New York
$230K -$16.8K -519 -7%
FT
488
Fiduciary Trust
Massachusetts
$229K +$225K +6,948 New
WP
489
WealthShield Partners
North Carolina
$229K +$225K +6,936 New
SL
490
Salomon & Ludwin
Virginia
$226K +$222K +6,848 New
SPA
491
Sentinel Pension Advisors
Massachusetts
$225K +$2.82K +87 +1%
Lido Advisors
492
Lido Advisors
California
$225K
SAM
493
Secure Asset Management
Michigan
$224K
WT
494
Whittier Trust
California
$223K
AC
495
AWM Capital
Arizona
$223K
AFA
496
Alpha Financial Advisors
North Carolina
$222K +$219K +6,745 New
RAM
497
Redmond Asset Management
Virginia
$222K -$51.5K -1,590 -19%
US Bancorp
498
US Bancorp
Minnesota
$221K +$23.4K +723 +12%
GAB
499
German American Bancorp
Indiana
$221K +$217K +6,711 New
IFPL
500
Investments & Financial Planning LLC
Kentucky
$220K +$216K +6,672 New

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.