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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
SAM
476
Sequent Asset Management
Texas
$496K +$476K +14,007 New
GJIA
477
Glass Jacobson Investment Advisors
Maryland
$492K -$16.8K -493 -3%
AAS
478
Avantax Advisory Services
Texas
$484K -$25.3K -743 -5%
CWM
479
Cabot Wealth Management
Massachusetts
$484K
LFG
480
Lockerman Financial Group
California
$483K +$139K +4,083 +43%
D
481
Diversified
Delaware
$482K -$7.72K -227 -2%
SPC
482
Sigma Planning Corp
Michigan
$480K -$691K -20,331 -60%
MHWM
483
Montz Harcus Wealth Management
Louisiana
$465K +$50.3K +1,479 +13%
KFP
484
Keener Financial Planning
Texas
$458K +$439K +12,922 New
NA
485
Nottingham Advisors
New York
$452K +$226K +6,658 +109%
SSWM
486
Sheets Smith Wealth Management
North Carolina
$452K +$54.5K +1,603 +14%
JWCA
487
J.W. Cole Advisors
Florida
$451K +$43.5K +1,278 +11%
WAOI
488
Wealth Advisors of Iowa
Iowa
$447K +$3.54K +104 +0.8%
EWM
489
Empirical Wealth Management
Washington
$446K -$3.03K -89 -0.7%
NAS
490
Nicolet Advisory Services
Wisconsin
$443K -$43.2K -1,269 -9%
PIMG
491
Patriot Investment Management Group
Tennessee
$442K
CAC
492
Certified Advisory Corp
Florida
$440K +$37.9K +1,115 +10%
WF
493
Warner Financial
Maryland
$439K +$422K +12,394 New
BWFA
494
Baltimore-Washington Financial Advisors
Maryland
$437K +$34.2K +1,006 +9%
IWN
495
Independent Wealth Network
Iowa
$436K -$31.9K -937 -7%
VC
496
Vicus Capital
Pennsylvania
$435K -$28.9K -851 -6%
FCM
497
Fourpath Capital Management
Oklahoma
$435K +$417K +12,271 New
OSNBOA
498
Old Second National Bank of Aurora
Illinois
$434K +$14.6K +428 +4%
LPP
499
Life Planning Partners
Florida
$434K +$417K +12,253 New
PP
500
Pacifica Partners
Canada
$431K +$21.8K +640 +5%

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.