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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$73.6M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$38.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$35.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$27.9M |
| 5 |
Jane Street
New York
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$123M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$95M |
| 3 |
Morgan Stanley
New York
|
-$73.1M |
| 4 |
Bank of New York Mellon
New York
|
-$37.6M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$33.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFC
751
SYM Financial Corp
Winona Lake,
Indiana
| – | -$5.88K | -166 | Closed |
|
|
ICM
752
Islay Capital Management
Lubbock,
Texas
| – | -$3.04K | -86 | Closed |
|
|
FBC
753
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$2.93K | -83 | Closed |
|
754
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$956 | -27 | Closed |
|
|
FPF
755
First Pacific Financial
Vancouver,
Washington
| – | -$957 | -27 | Closed |
|
|
CI
756
Cordant Inc
Portland,
Oregon
| – | -$780 | -22 | Closed |
|
|
NC
757
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$493 | -14 | Closed |
|
758
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$319 | -9 | Closed |
|
|
LWA
759
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$142 | -4 | Closed |
|
|
HDIM
760
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | +$387 | +11 | New |
|
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.