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State Street SPDR Portfolio Emerging Markets ETF

566 hedge funds and large institutions have $3.77B invested in State Street SPDR Portfolio Emerging Markets ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 255 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 199

0.68% more ownership

Funds ownership: 73.53%74.21% (+0.68%)

2% less funds holding

Funds holding: 580566 (-14)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

6% less capital invested

Capital invested by funds: $3.99B → $3.77B (-$222M)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

Holders
566
Holders Change
-14
Holders Change %
-2.41%
% of All Funds
9.75%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
46
Increased
255
Reduced
199
Closed
55
Calls
$2.04M
Puts
Net Calls
+$2.04M
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
Rodgers & Associates
Pennsylvania
$13.4M -$4.87M -143,101 -25%
FAAM
52
First Ascent Asset Management
Colorado
$13.3M +$373K +10,954 +3%
ACA
53
Aptus Capital Advisors
Alabama
$12.9M +$3.16M +92,738 +29%
WWA
54
WCG Wealth Advisors
Nevada
$12.7M -$344K -10,103 -3%
SEIA
55
Signature Estate & Investment Advisors
California
$12.6M +$1.4M +41,207 +11%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$11.8M +$5.65M +166,034 +78%
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$11.7M +$321K +9,442 +3%
HWM
58
HighMark Wealth Management
Minnesota
$10.4M +$774K +22,741 +7%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$10M +$1.15M +33,911 +12%
GLA
60
Great Lakes Advisors
Illinois
$9.78M -$58.6K -1,721 -0.5%
CGL
61
Clarius Group LLC
Washington
$9.58M +$8.86M +260,437 +541%
JFA
62
JNBA Financial Advisors
Minnesota
$9.53M -$414K -12,166 -4%
BL
63
Balentine LLC
Georgia
$9.36M -$1.92M -56,401 -16%
BP
64
Ballentine Partners
Massachusetts
$9.24M +$901K +26,479 +10%
ACA
65
Atlas Capital Advisors
Wyoming
$9.18M -$1M -29,449 -9%
IA
66
IFP Advisors
Florida
$9.12M +$3.32M +97,607 +70%
KAM
67
Knightsbridge Asset Management
California
$8.82M +$1.77M +52,139 +22%
BWM
68
BerganKDV Wealth Management
Minnesota
$8.74M +$142K +4,171 +2%
BFA
69
Brown Financial Advisory
Alabama
$8.71M +$1.67M +49,209 +21%
RIM
70
Redwood Investment Management
Arizona
$8.71M +$4.35M +127,746 +84%
CWM
71
Capital Wealth Management
Rhode Island
$8.39M +$887K +26,082 +11%
FHA
72
First Horizon Advisors
Tennessee
$8.31M -$4.76M -139,873 -34%
SC
73
Savant Capital
Illinois
$8.05M +$4.81M +141,258 +119%
PAS
74
Park Avenue Securities
New York
$8.04M +$963K +28,296 +12%
MMA
75
Miracle Mile Advisors
California
$7.9M +$400K +11,748 +5%

SPEM Hedge Fund Activity: Q3 2022 in Review

566 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2022, worth a combined $3.77B — down 5.6% from $3.99B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SPEM and 46 opened new positions — a net loss of 9 holders — while 199 trimmed existing stakes and 255 added.

The largest buyer was Creative Planning, adding an estimated $40.2M. The largest seller was Tidal Investments, exiting entirely with an estimated $65.4M sold.

  • 566 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2022, down from 580 in Q2 2022.
  • Funds reported $3.77B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2022 and 55 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2022 was Creative Planning, an estimated $40.2M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2022 was Tidal Investments, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2022.