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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
PFG
576
Prosperity Financial Group
California
$237K +$228K +6,697 New
CP
577
Castleview Partners
Texas
$237K +$72.3K +2,127 +47%
Empower Advisory Group
578
Empower Advisory Group
Colorado
$233K +$6.26K +184 +3%
PAM
579
Palisade Asset Management
Minnesota
$232K +$223K +6,543 New
Millennium Management
580
Millennium Management
New York
$231K +$222K +6,519 New
SOS
581
Silver Oak Securities
Tennessee
$230K +$220K +6,482 +36,011%
Northern Trust
582
Northern Trust
Illinois
$228K -$67.6K -1,988 -24%
SAW
583
Signal Advisors Wealth
Michigan
$228K +$219K +6,427 New
LMKC
584
L.M. Kohn & Company
Ohio
$226K +$217K +6,379 New
NAMNJ
585
NorthStar Asset Management (New Jersey)
New Jersey
$225K +$216K +6,364 New
EL
586
EQ LLC
Washington
$224K +$170 +5 +0.1%
OP
587
ORG Partners
Indiana
$224K +$175K +5,135 +437%
Bank of Montreal
588
Bank of Montreal
Ontario, Canada
$224K -$10M -294,446 -98%
PWM
589
Partnership Wealth Management
Maryland
$223K +$222K +6,531 New
BC
590
Burney Company
Virginia
$221K +$5K +147 +2%
ASW
591
Astoria Strategic Wealth
Texas
$219K
ERIC
592
Eagle Rock Investment Company
Georgia
$218K
EMAM
593
Encompass More Asset Management
California
$217K +$209K +6,138 New
DWM
594
Dogwood Wealth Management
Kansas
$217K +$209K +6,131 New
Fisher Asset Management
595
Fisher Asset Management
Washington
$217K -$57.4K -1,688 -22%
ZIM
596
Zacks Investment Management
Illinois
$216K -$106K -3,105 -34%
NL
597
NWAM LLC
Washington
$211K +$203K +5,967 New
HFS
598
Howard Financial Services
Texas
$210K -$186K -5,460 -48%
IFPL
599
Investments & Financial Planning LLC
Kentucky
$206K +$198K +5,810 New
FFN
600
Focus Financial Network
Minnesota
$205K -$7.38K -217 -4%

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.