We are live on ! Find out more
SPEM icon

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
CASC
526
Coppell Advisory Solutions Corp
Texas
$129K +$127K +3,928 New
SMA
527
Sage Mountain Advisors
Georgia
$128K
CWP
528
Concord Wealth Partners
Virginia
$128K -$89.5K -2,763 -42%
BAM
529
Belpointe Asset Management
Nevada
$123K -$86.8K -2,680 -42%
DWP
530
Destiny Wealth Partners
Florida
$122K +$5.99K +185 +5%
OFG
531
Oxford Financial Group
Indiana
$110K
SWM
532
Spire Wealth Management
Virginia
$107K +$81.4K +2,514 +343%
CMBA
533
C.M. Bidwell & Associates
Hawaii
$102K -$23.8K -735 -19%
AF
534
Advisornet Financial
Minnesota
$97.6K -$189K -5,832 -66%
BCWM
535
Bartlett & Co Wealth Management
Ohio
$95.4K +$77.8K +2,402 +487%
BC
536
Bartlett & Co
Ohio
$95K +$77.8K +2,402 +487%
RBC
537
Roble Belko & Company
Pennsylvania
$92K
IGWM
538
ICA Group Wealth Management
Colorado
$84.8K +$83.3K +2,572 New
VNA
539
Valley National Advisers
Pennsylvania
$82K -$875 -27 -1%
CP
540
Castleview Partners
Texas
$81.8K -$356 -11 -0.4%
AWM
541
Avior Wealth Management
Nebraska
$80.4K -$3.63K -112 -4%
WOSD
542
WFA of San Diego
California
$80K +$78.7K +2,428 New
GIA
543
Goodwin Investment Advisory
Georgia
$78.9K
GI
544
Gradient Investments
Minnesota
$77.6K -$26.1K -807 -26%
AWM
545
Accurate Wealth Management
Florida
$74.1K +$68.7K +2,122 New
SIC
546
Salem Investment Counselors
North Carolina
$72.7K +$32.6K +1,007 +84%
HIIFS
547
Harel Insurance Investments & Financial Services
Israel
$67K +$64.8K +2,000 New
HS
548
Horan Securities
United States
$66.9K +$97 +3 +0.1%
BAAM
549
Baker Avenue Asset Management
California
$65.9K +$64.8K +2,000 New
BA
550
Ballast Advisors
Minnesota
$60.4K -$1.52K -47 -3%

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.