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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
HNB
626
Huntington National Bank
Ohio
$108K +$6.29K +185 +6%
BWL
627
Bogart Wealth LLC
Virginia
$103K
EBA
628
Eagle Bay Advisors
New York
$103K +$98.6K +2,900 New
RBC
629
Roble Belko & Company
Pennsylvania
$99K
SWM
630
Spire Wealth Management
Virginia
$95.6K -$28K -822 -23%
CFB
631
Cullen/Frost Bankers
Texas
$92K -$88.3K -2,597 -50%
QCG
632
Quadrant Capital Group
Ohio
$91.7K
VNA
633
Valley National Advisers
Pennsylvania
$88K +$11.5K +338 +16%
RIL
634
Rothschild Investment LLC
Illinois
$87K +$83.5K +2,456 New
PWA
635
Provenance Wealth Advisors
Florida
$84.9K +$81.5K +2,397 New
AWM
636
Avior Wealth Management
Nebraska
$83K -$6.12K -180 -7%
FFO
637
Fortitude Family Office
Arizona
$81.5K +$78.3K +2,303 New
BA
638
Ballast Advisors
Minnesota
$75.5K -$27.4K -805 -27%
TFGT
639
TS Financial Group (TSFG)
Illinois
$70K +$67K +1,971 New
NS
640
NBC Securities
Alabama
$57K +$3.94K +116 +8%
CTWM
641
Cherry Tree Wealth Management
Minnesota
$51K
GI
642
Gradient Investments
Minnesota
$44.8K +$7.04K +207 +20%
CWP
643
Concord Wealth Partners
Virginia
$44.3K -$8.13K -239 -16%
SIC
644
Salem Investment Counselors
North Carolina
$42.5K
SAM
645
Smartleaf Asset Management
Massachusetts
$37.5K +$36K +1,059 New
SFA
646
Semmax Financial Advisors
North Carolina
$34.1K
CHA
647
Carmichael Hill & Associates
Maryland
$33.3K
Mercer Global Advisors
648
Mercer Global Advisors
Colorado
$33K +$644K +18,935 +130%
FFA
649
Frazier Financial Advisors
Ohio
$31.7K +$30.5K +896 New
ANBT
650
American National Bank & Trust
Texas
$28.6K +$17.7K +519 +179%

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.