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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
TFA
576
Transamerica Financial Advisors
Florida
$14K -$130 -4 -1%
JWM
577
Janiczek Wealth Management
Colorado
$13.9K
PA
578
PSI Advisors
Florida
$13.2K -$1.49K -46 -10%
AA
579
Ancora Advisors
Ohio
$13K
BCV
580
Banque Cantonale Vaudoise
Switzerland
$13K
Bessemer Group
581
Bessemer Group
New Jersey
$12K -$97.2K -3,000 -89%
FRA
582
Front Row Advisors
California
$12K
PPWM
583
PFG Private Wealth Management
Florida
$12K
EE
584
EWG Elevate
California
$11K +$10.9K +335 New
TWC
585
TD Waterhouse Canada
Ontario, Canada
$10.9K
BCMLT
586
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9K +$2.37K +73 +28%
GEA
587
Glen Eagle Advisors
New Jersey
$10.5K +$2.07K +64 +25%
CSWM
588
Cassady Schiller Wealth Management
Ohio
$9.39K +$9.23K +285 New
SVCP
589
Silicon Valley Capital Partners
California
$8.39K +$8.26K +255 New
EWM
590
Endurance Wealth Management
Rhode Island
$8K
MWM
591
MinichMacGregor Wealth Management
New York
$7.65K +$7.52K +232 New
SIS
592
Sound Income Strategies
Florida
$7.22K -$25.8K -795 -78%
AIP
593
Ameritas Investment Partners
Nebraska
$6.92K
First Manhattan
594
First Manhattan
New York
$6.89K
BWL
595
Bogart Wealth LLC
Virginia
$6.86K -$32K -987 -83%
NC
596
NewSquare Capital
Pennsylvania
$6.16K -$15.7K -485 -72%
LF
597
Lee Financial
Texas
$5.85K +$130 +4 +2%
LS
598
Leelyn Smith
Illinois
$4.84K +$4.76K +147 New
IRAG
599
Investment Research & Advisory Group
Georgia
$4.71K
SWA
600
Sutton Wealth Advisors
Florida
$4.58K +$1.72K +53 +62%

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.