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State Street SPDR Portfolio Emerging Markets ETF
SPEM

714 hedge funds and large institutions have $6.45B invested in State Street SPDR Portfolio Emerging Markets ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 290 increasing their positions, 299 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

3% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 299

3% less capital invested

Capital invested by funds: $6.66B → $6.45B (-$214M)

1% less funds holding

Funds holding: 722 → 714 (-8)

6.05% less ownership

Funds ownership: 81.09% → 75.04% (-6%)

19% less funds holding in top 10

Funds holding in top 10: 47 → 38 (-9)

Holders
714
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
10.29%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.55%
New
48
Increased
290
Reduced
299
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$73.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$38.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.9M
4
State Street
State Street
Massachusetts
+$27.9M
5
Jane Street
Jane Street
New York
+$26.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$123M
2
FGAM
Financial Gravity Asset Management
Texas
-$95M
3
Morgan Stanley
Morgan Stanley
New York
-$73.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$37.6M
5
Creative Planning
Creative Planning
Kansas
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
676
Silicon Valley Capital Partners
California
$9.48K – – –
BCMLT
677
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.37K +$70 +2 +0.8%
DCM
678
Davis Capital Management
Florida
$8.68K – – –
GEA
679
Glen Eagle Advisors
New Jersey
$7.75K -$35 -1 -0.5%
AIP
680
Ameritas Investment Partners
Nebraska
$7.6K – – –
SS
681
Sunbelt Securities
Texas
$7.2K – – –
FDCP
682
Foster Dykema Cabot & Partners
Massachusetts
$7.09K – – –
FGA
683
Fortis Group Advisors
New Jersey
$7.06K -$6.86K -195 -50%
PB
684
Pinnacle Bancorp
Nebraska
$5.68K – – –
First Manhattan
685
First Manhattan
New York
$5.64K – – –
GWSA
686
Global Wealth Strategies & Associates
Colorado
$5.36K +$5.21K +148 New
MRCM
687
M&R Capital Management
New Jersey
$5.26K +$70 +2 +1%
IRAG
688
Investment Research & Advisory Group
Georgia
$5.17K – – –
MLA
689
MB, Levis & Associates
Pennsylvania
$4.96K – – –
RG
690
Retirement Group
California
$4.78K – – –
AA
691
Ancora Advisors
Ohio
$4.74K – – –
BFS
692
Burkett Financial Services
South Carolina
$4.48K – – –
EWA
693
EverSource Wealth Advisors
Alabama
$3.06K +$2.96K +84 New
C
694
Covestor
United Kingdom
$3K +$35 +1 +1%
TWC
695
TD Waterhouse Canada
Ontario, Canada
$2.95K +$2.18K +62 +326%
CT
696
Cambridge Trust
Massachusetts
$2.61K +$2.53K +72 New
ACM
697
Anfield Capital Management
California
$2.17K +$2.11K +60 New
SIS
698
Sound Income Strategies
Florida
$2.04K – – –
FCAS
699
First Command Advisory Services
Texas
$1.99K -$4.5K -128 -70%
MCA
700
Maryland Capital Advisors
Maryland
$1.63K – – –
26 27
28
29 30

SPEM Hedge Fund Activity: Q1 2024 in Review

714 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2024, worth a combined $6.45B — down 3.2% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPEM positions and 46 closed out — a net gain of 2 holders — while 290 added to existing stakes and 299 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $73.6M. The largest seller was Horizon Investments, cutting an estimated $123M.

  • 714 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2024, down from 722 in Q4 2023.
  • Funds reported $6.45B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2024 and 46 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $73.6M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2024 was Horizon Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.