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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
AIM
651
Anchor Investment Management
South Carolina
$28.3K
CHC
652
City Holding Co
West Virginia
$28.2K
AWM
653
Abound Wealth Management
Tennessee
$26.8K +$3.06K +90 +14%
W
654
WealthCollab
Washington
$26.5K +$25.4K +748 New
PP
655
PrairieView Partners
Minnesota
$26K -$714 -21 -3%
Deutsche Bank
656
Deutsche Bank
Germany
$25.3K +$24.3K +715 New
RFG
657
REAP Financial Group
Texas
$23.2K +$22.3K +655 New
PA
658
PSI Advisors
Florida
$21.7K +$170 +5 +0.8%
CT
659
Colonial Trust
South Carolina
$19.2K
IRC
660
Investors Research Corp
Georgia
$18.9K
PFM
661
Phillips Financial Management
Indiana
$18.6K +$17.9K +525 New
AWM
662
Able Wealth Management
New Jersey
$18.4K +$17.7K +519 New
FDCDDQ
663
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7K
CTC
664
Central Trust Company
Missouri
$16.6K
VAMG
665
Voisard Asset Management Group
Michigan
$15.9K +$15.3K +450 New
EWM
666
Evermay Wealth Management
Virginia
$15.9K +$15.2K +448 New
HWA
667
Heritage Wealth Advisors
Virginia
$15.6K -$7.48K -220 -33%
JWM
668
Janiczek Wealth Management
Colorado
$13.9K
FGA
669
Fortis Group Advisors
New Jersey
$13.8K +$6.63K +195 +100%
FWP
670
FAS Wealth Partners
Kansas
$13.8K
Bessemer Group
671
Bessemer Group
New Jersey
$13K
NP
672
NorthRock Partners
Minnesota
$12.9K -$134K -3,953 -92%
PPWM
673
PFG Private Wealth Management
Florida
$11.4K
EK
674
Evensky & Katz
Florida
$11K +$8.84K +260 +703%
OSAM
675
O'Shaughnessy Asset Management
Connecticut
$10.8K -$1.97K -58 -16%

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.