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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
RG
601
Retirement Group
California
$4K +$4.15K +128 New
TFS
602
TrustCore Financial Services
Tennessee
$3.43K -$842 -26 -20%
Bank of Montreal
603
Bank of Montreal
Ontario, Canada
$3.18K -$73.4K -2,265 -96%
C
604
Covestor
United Kingdom
$3K -$1K -31 -26%
PB
605
Pinnacle Bancorp
Nebraska
$3K
EK
606
Evensky & Katz
Florida
$2K +$2.04K +63 New
LC
607
Lindbrook Capital
California
$1.85K -$4.7K -145 -72%
DCM
608
Davidson Capital Management
Texas
$1.38K +$1.36K +42 New
HFS
609
Hantz Financial Services
Michigan
$1K +$65 +2 +7%
RWMH
610
Riverpoint Wealth Management Holdings
Illinois
$923 +$907 +28 New
TWA
611
TCI Wealth Advisors
Arizona
$593
AWM
612
AllSquare Wealth Management
New York
$99
RWM
613
Ruedi Wealth Management
Illinois
$51 +$32 +1 New
FCAG
614
First Capital Advisors Group
New Jersey
$29 +$32 +1 New
CGL
615
Clarius Group LLC
Washington
-$9.58M -308,544 Closed
ACG
616
Allen Capital Group
Nebraska
-$7.08M -228,088 Closed
FP
617
Fiduciary Planning
Florida
-$6.09M -196,375 Closed
OC
618
Oarsman Capital
Wisconsin
-$1.81M -58,435 Closed
Susquehanna International Group
619
Susquehanna International Group
Pennsylvania
-$1.36M -43,852 Closed
SPWM
620
Straight Path Wealth Management
Michigan
-$1.31M -42,371 Closed
HF
621
HRT Financial
New York
-$1.22M -39,184 Closed
SW
622
Simplicity Wealth
New Jersey
-$1.13M -36,237 Closed
RWM
623
Reston Wealth Management
Virginia
-$876K -28,212 Closed
VIA
624
Vickerman Investment Advisors
Washington
-$826K -26,601 Closed
MFGM
625
Marshall Financial Group (Maryland)
Maryland
-$641K -20,646 Closed

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.