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State Street SPDR Portfolio Emerging Markets ETF

731 hedge funds and large institutions have $7.02B invested in State Street SPDR Portfolio Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 311 increasing their positions, 269 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

32% more funds holding in top 10

Funds holding in top 10: 3850 (+12)

16% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 269

9% more capital invested

Capital invested by funds: $6.45B → $7.02B (+$571M)

3.28% more ownership

Funds ownership: 75.04%78.32% (+3.3%)

2% more funds holding

Funds holding: 714731 (+17)

Holders
731
Holders Change
+17
Holders Change %
+2.38%
% of All Funds
10.56%
Holding in Top 10
50
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+31.58%
% of All Funds
0.72%
New
68
Increased
311
Reduced
269
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$23.1M -$172K -4,627 -0.7%
PAS
52
Park Avenue Securities
New York
$21.8M +$1.73M +46,455 +9%
FSG
53
Financial Strategies Group
Michigan
$21.5M -$294K -7,902 -1%
ACM
54
AlphaStar Capital Management
North Carolina
$21.2M +$1.06M +28,507 +5%
SEIA
55
Signature Estate & Investment Advisors
California
$21.2M +$4.36M +116,943 +26%
BPA
56
Beacon Pointe Advisors
California
$20.5M -$58.5K -1,571 -0.3%
VA
57
Valmark Advisers
Ohio
$20.5M -$1.3M -34,887 -6%
AWM
58
Axxcess Wealth Management
California
$20.1M +$767K +20,597 +4%
BP
59
Ballentine Partners
Massachusetts
$20M -$340K -9,121 -2%
NA
60
NewEdge Advisors
Louisiana
$19.7M +$2.35M +63,019 +14%
Betterment LLC
61
Betterment LLC
New York
$19.4M -$1.16M -31,127 -6%
WWA
62
WCG Wealth Advisors
Nevada
$17.6M +$1.21M +32,444 +7%
WFPG
63
Waller Financial Planning Group
Ohio
$17.5M -$64.1K -1,720 -0.4%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$17M -$642K -17,231 -4%
HWMA
65
Heritage Wealth Management (Arizona)
Arizona
$16.7M -$1.68M -45,130 -9%
HFO
66
Heritage Family Offices
Arizona
$16.7M +$16.5M +442,544 New
EH
67
Equitable Holdings
New York
$16.5M +$5.61M +150,644 +52%
CAAS
68
Capital Asset Advisory Services
Michigan
$16.3M +$666K +17,887 +4%
CA
69
CGN Advisors
Kansas
$16M +$1.09M +29,307 +7%
PA
70
Pineridge Advisors
Missouri
$15.9M +$15.7M +421,228 New
VWM
71
Venturi Wealth Management
Texas
$15.7M -$239K -6,415 -2%
KW
72
KWB Wealth
California
$15.7M -$409K -10,977 -2%
SEI Investments
73
SEI Investments
Pennsylvania
$15.3M -$378K -10,159 -2%
KAM
74
Knightsbridge Asset Management
California
$14.8M +$1.83M +49,021 +14%
EFL
75
ERn Financial LLC
Wisconsin
$14.7M +$148K +3,963 +1%

SPEM Hedge Fund Activity: Q2 2024 in Review

731 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2024, worth a combined $7.02B — up 8.9% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPEM positions and 42 closed out — a net gain of 26 holders — while 311 added to existing stakes and 269 trimmed.

The largest buyer was Horizon Investments, adding an estimated $70M. The largest seller was Creative Planning, cutting an estimated $33.8M.

  • 731 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2024, up from 714 in Q1 2024.
  • Funds reported $7.02B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2024 and 42 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2024 was Horizon Investments, an estimated $70M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2024 was Creative Planning, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2024.