We are live on ! Find out more
SPEM icon

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
CWM
601
Connecticut Wealth Management
Connecticut
$204K -$75.8K -2,229 -28%
BG
602
Benedetti & Gucer
Georgia
$201K +$193K +5,673 New
SW
603
SVB Wealth
Massachusetts
$201K +$193K +5,664 New
NCM
604
Northwest Capital Management
Oregon
$199K +$1.94K +57 +1%
VAG
605
VisionPoint Advisory Group
Texas
$188K +$57.5K +1,691 +47%
FWM
606
Focused Wealth Management
New York
$179K -$81.2K -2,387 -32%
AF
607
Advisornet Financial
Minnesota
$179K +$49.6K +1,458 +40%
WP
608
WealthShield Partners
North Carolina
$170K -$349K -10,267 -68%
LWANC
609
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K -$8.2K -241 -5%
IHWM
610
Iron Horse Wealth Management
Iowa
$169K -$204 -6 -0.1%
Jones Financial Companies
611
Jones Financial Companies
Missouri
$160K +$154K +4,533 New
MFA
612
McClarren Financial Advisors
Pennsylvania
$160K -$7.82K -230 -5%
GA
613
GoalVest Advisory
New York
$156K -$1.03M -30,155 -87%
SWM
614
Sanctuary Wealth Management
Idaho
$148K +$8.16K +240 +6%
HGERS
615
Householder Group Estate & Retirement Specialist
Arizona
$144K -$40.3K -1,184 -23%
PNC Financial Services Group
616
PNC Financial Services Group
Pennsylvania
$141K +$22.5K +661 +20%
SMA
617
Sage Mountain Advisors
Georgia
$138K
FCA
618
FinTrust Capital Advisors
South Carolina
$138K +$96.1K +2,825 +265%
RPCA
619
Running Point Capital Advisors
California
$126K -$328K -9,641 -73%
CJ
620
Caitlin John
Michigan
$122K +$117K +3,437 New
TRCT
621
Tower Research Capital (TRC)
New York
$120K +$115K +3,394 New
OFG
622
Oxford Financial Group
Indiana
$119K
FFA
623
Founders Financial Alliance
North Carolina
$118K +$3.57K +105 +3%
TWM
624
Tradition Wealth Management
Minnesota
$112K -$106K -3,113 -50%
CIAS
625
Capital Investment Advisory Services
North Carolina
$112K -$81.1K -2,385 -43%

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.