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State Street SPDR Portfolio Emerging Markets ETF

722 hedge funds and large institutions have $6.66B invested in State Street SPDR Portfolio Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 293 increasing their positions, 246 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 29

34% more funds holding in top 10

Funds holding in top 10: 3547 (+12)

19% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 246

16% more capital invested

Capital invested by funds: $5.77B → $6.66B (+$895M)

15% more funds holding

Funds holding: 626722 (+96)

1.96% more ownership

Funds ownership: 79.13%81.09% (+2%)

Holders
722
Holders Change
+96
Holders Change %
+15.34%
% of All Funds
10.53%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.69%
New
134
Increased
293
Reduced
246
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$14.3M +$1.27M +37,327 +10%
MAS
77
Meeder Advisory Services
Ohio
$14.3M +$66.4K +1,952 +0.5%
APWA
78
Atlas Private Wealth Advisors
New Jersey
$13.5M -$7.46M -219,309 -36%
BIP
79
Blueprint Investment Partners
North Carolina
$13.4M +$6.29M +184,881 +96%
CWM
80
Capital Wealth Management
Rhode Island
$13.1M -$292K -8,583 -2%
EFL
81
ERn Financial LLC
Wisconsin
$13.1M -$222K -6,521 -2%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$12.8M -$93.7K -2,756 -0.8%
FTUS
83
Flow Traders U.S.
New York
$12.8M +$12.3M +360,346 New
KAM
84
Knightsbridge Asset Management
California
$12.1M +$1.29M +37,837 +12%
CW
85
Connectus Wealth
Ohio
$12.1M +$11.4M +333,836 +4,279%
CAAS
86
Capital Asset Advisory Services
Michigan
$12.1M +$1.41M +41,363 +14%
OBWG
87
Onyx Bridge Wealth Group
New York
$11.6M +$10.6M +312,657 +2,033%
ACG
88
Allen Capital Group
Nebraska
$11.6M +$402K +11,829 +4%
RA
89
Rodgers & Associates
Pennsylvania
$11.4M -$2.87M -84,335 -21%
IP
90
Isthmus Partners
Wisconsin
$11.3M +$10.8M +317,872 New
EH
91
Equitable Holdings
New York
$11.1M +$249K +7,325 +2%
HP
92
Hilltop Partners
Indiana
$11M +$9.21M +270,799 +673%
SCM
93
Sterneck Capital Management
Missouri
$11M -$136K -4,009 -1%
AIM
94
Astor Investment Management
Illinois
$10.8M +$10.4M +304,422 New
ACA
95
Atlas Capital Advisors
Wyoming
$10.7M +$157K +4,602 +2%
SLC
96
Second Line Capital
Louisiana
$10.6M +$10.2M +300,668 New
WIC
97
Woodmont Investment Counsel
Tennessee
$10.3M +$9.9M +291,206 New
APC
98
Aspire Private Capital
North Carolina
$9.79M -$296K -8,695 -3%
WCFA
99
Walkner Condon Financial Advisors
Wisconsin
$9.69M +$691K +20,330 +8%
IPW
100
Impact Partnership Wealth
Georgia
$9.67M +$9.27M +272,601 +45,358%

SPEM Hedge Fund Activity: Q4 2023 in Review

722 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2023, worth a combined $6.66B — up 16% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new SPEM positions and 29 closed out — a net gain of 105 holders — while 293 added to existing stakes and 246 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.1M. The largest seller was Moran Wealth Management, exiting entirely with an estimated $22.5M sold.

  • 722 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2023, up from 626 in Q3 2023.
  • Funds reported $6.66B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 134 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2023 and 29 closed out, a net change of +105 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $92.1M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2023 was Moran Wealth Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2023.