We are live on ! Find out more
SPEM icon

State Street SPDR Portfolio Emerging Markets ETF

566 hedge funds and large institutions have $3.77B invested in State Street SPDR Portfolio Emerging Markets ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 255 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 199

0.68% more ownership

Funds ownership: 73.53%74.21% (+0.68%)

2% less funds holding

Funds holding: 580566 (-14)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

6% less capital invested

Capital invested by funds: $3.99B → $3.77B (-$222M)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

Holders
566
Holders Change
-14
Holders Change %
-2.41%
% of All Funds
9.75%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
46
Increased
255
Reduced
199
Closed
55
Calls
$2.04M
Puts
Net Calls
+$2.04M
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
T2I
501
Turim 21 Investimentos
Brazil
$51K
OCM
502
Orion Capital Management
California
$46K
BlackRock
503
BlackRock
New York
$45K -$66K -1,939 -57%
BA
504
Bellwether Advisors
Nebraska
$44K -$41K -1,204 -46%
TF
505
TimeScale Financial
Massachusetts
$44K -$34 -1 -0.1%
SIC
506
Salem Investment Counselors
North Carolina
$37K
BWL
507
Bogart Wealth LLC
Virginia
$37K +$40.7K +1,195 New
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$35K -$16.4K -482 -30%
SFA
509
Semmax Financial Advisors
North Carolina
$32K
BHWM
510
Bay Harbor Wealth Management
Maryland
$32K +$408 +12 +1%
SIS
511
Sound Income Strategies
Florida
$31K +$34.5K +1,014 New
HGERS
512
Householder Group Estate & Retirement Specialist
Arizona
$30K +$34K +998 New
TFP
513
Tilia Fiduciary Partners
North Carolina
$28K -$36.2K -1,063 -54%
AWMS
514
Advocacy Wealth Management Services
Georgia
$28K +$28.9K +850 New
WFA
515
Wipfli Financial Advisors
Wisconsin
$28K +$31.1K +914 New
S
516
Surevest
California
$26K
AIM
517
Anchor Investment Management
South Carolina
$24.8K
SWM
518
Spire Wealth Management
Virginia
$23K -$193K -5,676 -89%
PI
519
PFS Investments
Georgia
$21.5K -$5.96M -175,045 -20%
NC
520
NewSquare Capital
Pennsylvania
$21K -$3.88K -114 -15%
PFM
521
Phillips Financial Management
Indiana
$21K +$23.5K +690 New
PP
522
PrairieView Partners
Minnesota
$19K
IRC
523
Investors Research Corp
Georgia
$17K
ZIG
524
Zullo Investment Group
Pennsylvania
$17K +$2.01K +59 +12%
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K

SPEM Hedge Fund Activity: Q3 2022 in Review

566 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2022, worth a combined $3.77B — down 5.6% from $3.99B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SPEM and 46 opened new positions — a net loss of 9 holders — while 199 trimmed existing stakes and 255 added.

The largest buyer was Creative Planning, adding an estimated $40.2M. The largest seller was Tidal Investments, exiting entirely with an estimated $65.4M sold.

  • 566 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2022, down from 580 in Q2 2022.
  • Funds reported $3.77B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2022 and 55 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2022 was Creative Planning, an estimated $40.2M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2022 was Tidal Investments, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2022.