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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
FSG
51
Financial Strategies Group
Michigan
$15.4M +$756K +23,334 +5%
WFPG
52
Waller Financial Planning Group
Ohio
$15.3M -$814K -25,140 -5%
FAAM
53
First Ascent Asset Management
Colorado
$14.8M +$677K +20,912 +5%
BS
54
Banco Santander
Spain
$14.7M -$7.08M -218,507 -33%
SEIA
55
Signature Estate & Investment Advisors
California
$14.4M +$971K +29,974 +7%
NEWAS
56
N.E.W. Advisory Services
Wisconsin
$14.4M +$1.9M +58,597 +16%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$14.2M -$1.97M -60,901 -12%
MAS
58
Meeder Advisory Services
Ohio
$13.9M +$13.7M +421,826 New
WWA
59
WCG Wealth Advisors
Nevada
$13.7M +$1.21M +37,301 +10%
RA
60
Rodgers & Associates
Pennsylvania
$13.4M -$812K -25,064 -6%
JMFC
61
J.M. Forbes & Co
Massachusetts
$12.7M +$12.5M +385,239 New
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$12.5M +$43.7K +1,350 +0.4%
EFL
63
ERn Financial LLC
Wisconsin
$12.3M -$2.27M -70,051 -16%
CA
64
CGN Advisors
Kansas
$12.2M +$8.22M +253,721 +219%
CAN
65
Cetera Advisor Networks
California
$11.8M +$5.51M +170,194 +91%
RIM
66
Redwood Investment Management
Arizona
$11.7M +$2.36M +72,719 +26%
HWM
67
HighMark Wealth Management
Minnesota
$11.4M +$257K +7,919 +2%
JFA
68
JNBA Financial Advisors
Minnesota
$11.3M +$1.21M +37,220 +12%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$11M +$3.17M +97,849 +42%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$10.5M -$681K -21,019 -7%
Citadel Advisors
71
Citadel Advisors
Florida
$10.4M +$9.49M +293,076 +1,357%
LIA
72
Luken Investment Analytics
Tennessee
$10.1M +$9.93M +306,583 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$7.79M +240,536 +365%
BWM
74
BerganKDV Wealth Management
Minnesota
$9.97M +$668K +20,625 +7%
SCM
75
Sterneck Capital Management
Missouri
$9.91M +$2.1M +64,832 +28%

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.