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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
OBWP
626
O'Brien Wealth Partners
Massachusetts
-$458K -14,771 Closed
BFG
627
Barber Financial Group
Kansas
-$455K -14,661 Closed
IA
628
IFG Advisory
Georgia
-$360K -11,628 Closed
FPGK
629
Financial Partners Group (Kansas)
Kansas
-$353K -11,365 Closed
BW
630
Bison Wealth
Georgia
-$314K -10,139 Closed
MWM
631
Modera Wealth Management
New Jersey
-$274K -8,819 Closed
FFW
632
Fusion Family Wealth
New York
-$375K -8,814 Closed
WI
633
Wintrust Investments
Illinois
-$262K -8,451 Closed
CAM
634
Cozad Asset Management
Illinois
-$226K -7,270 Closed
NA
635
Nottingham Advisors
New York
-$218K -7,007 Closed
FWM
636
Fairhaven Wealth Management
Illinois
-$211K -6,812 Closed
BCA
637
Bay Colony Advisors
Massachusetts
-$202K -6,499 Closed
SWM
638
Selective Wealth Management
Virginia
-$184K -5,915 Closed
WTA
639
Washington Trust Advisors
Massachusetts
-$156K -5,040 Closed
JWBC
640
John W. Brooker & Co
California
-$130K -4,186 Closed
AIM
641
Acropolis Investment Management
Missouri
-$117K -3,768 Closed
ACK
642
Andrew C. Karlinski
-$111K -3,577 Closed
ACM
643
Absolute Capital Management
Pennsylvania
-$87.7K -2,827 Closed
CL
644
COWA LLC
Oklahoma
-$78K -2,535 Closed
LFASL
645
Lugano Financial Advisors SA (LFA)
Switzerland
-$75K -2,418 Closed
QCG
646
Quadrant Capital Group
Ohio
-$71K -2,275 Closed
AWM
647
Activest Wealth Management
Florida
-$70K -2,242 Closed
HCP
648
Hexagon Capital Partners
Arkansas
-$69K -2,236 Closed
OC
649
Oakworth Capital
Alabama
-$56K -1,800 Closed
OCM
650
Orion Capital Management
California
-$46K -1,496 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.