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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
TPCW
501
TD Private Client Wealth
New York
$431K +$31.5K +926 +8%
CSPIA
502
Cary Street Partners Investment Advisory
Virginia
$429K +$20.8K +612 +5%
PFS
503
Prospera Financial Services
Texas
$420K +$153K +4,484 +61%
SFP
504
Sweet Financial Partners
Minnesota
$416K +$400K +11,752 New
IA
505
IFG Advisory
Georgia
$416K +$64.4K +1,894 +19%
AWE
506
Avidian Wealth Enterprises
Texas
$415K +$399K +11,719 New
FA
507
FDx Advisors
Illinois
$406K +$390K +11,474 New
MCC
508
Money Concepts Capital
Florida
$392K +$120K +3,520 +47%
SI
509
Stephens Inc
Arkansas
$391K +$17.8K +522 +5%
FPW
510
Flagship Private Wealth
Massachusetts
$390K -$46.9K -1,379 -11%
WWP
511
WR Wealth Planners
Missouri
$385K +$3.06K +90 +0.8%
MIM
512
Macroview Investment Management
Maryland
$383K +$15.1K +444 +4%
MG
513
Mather Group
Illinois
$380K +$52.8K +1,553 +17%
SW
514
Simplicity Wealth
New Jersey
$364K +$350K +10,285 New
RVPG
515
Relative Value Partners Group
$364K
ATC
516
Argent Trust Co
Tennessee
$360K -$73.4K -2,159 -17%
BRWA
517
B. Riley Wealth Advisors
Florida
$360K +$49.1K +1,445 +17%
NB
518
NBT Bank
New York
$359K +$67.1K +1,972 +24%
CBFP
519
Cedar Brook Financial Partners
Ohio
$358K +$116K +3,407 +49%
DB
520
Dravo Bay
Delaware
$356K +$342K +10,052 New
RSA
521
River Street Advisors
Illinois
$355K -$22.1K -650 -6%
CA
522
CoreCap Advisors
Michigan
$353K -$20.3K -598 -6%
US Bancorp
523
US Bancorp
Minnesota
$352K -$88.2K -2,594 -21%
IA
524
Insight Advisors
Pennsylvania
$342K +$13.1K +384 +4%
TWM
525
TSA Wealth Management
Texas
$342K +$328K +9,648 New

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.