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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
TIM
101
Tortoise Investment Management
New York
$6.19M +$362K +11,187 +6%
OIA
102
OneDigital Investment Advisors
Kansas
$6.1M +$5.34M +164,973 +822%
MFG
103
Merit Financial Group
Georgia
$6.06M +$5.22M +161,081 +704%
WAAG
104
Wealth Alliance Advisory Group
Kansas
$6.02M +$343K +10,596 +6%
VCM
105
Vision Capital Management
Oregon
$6.01M +$2.54M +78,503 +76%
OWM
106
Opes Wealth Management
California
$5.92M -$167K -5,161 -3%
DK
107
David Kennon
Florida
$5.87M +$11K +340 +0.2%
RJA
108
Raymond James & Associates
Florida
$5.72M +$1.06M +32,834 +23%
RI
109
Rinkey Investments
California
$5.69M +$617K +19,036 +12%
BF
110
Brooklyn FI
New York
$5.64M -$5M -154,324 -89%
CFD
111
Creative Financial Designs
Indiana
$5.63M +$3.53M +109,057 +176%
FA
112
Fiduciary Alliance
South Carolina
$5.61M +$5.52M +170,279 New
TCM
113
Towercrest Capital Management
Pennsylvania
$5.43M +$301K +9,302 +6%
SAM
114
Securian Asset Management
Minnesota
$5.38M
MWM
115
Merriman Wealth Management
Washington
$5.34M +$511K +15,789 +11%
RWI
116
Red Wave Investments
Pennsylvania
$5.32M -$643K -19,834 -11%
EDRIA
117
Edmonds Duncan Registered Investment Advisors
Kansas
$5.3M -$237K -7,331 -4%
SCP
118
Syntal Capital Partners
Texas
$5.18M +$19.2K +594 +0.4%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$5.12M +$26.4K +814 +0.5%
RIA
120
Regal Investment Advisors
Michigan
$5.05M +$443K +13,673 +10%
SC
121
Savant Capital
Illinois
$5M -$3.49M -107,706 -42%
BMD
122
Better Money Decisions
New Mexico
$5M +$178K +5,507 +4%
SFG
123
StrategIQ Financial Group
Indiana
$4.94M +$210K +6,482 +5%
WI
124
WrapManager Inc
California
$4.92M -$571K -17,618 -11%
OPS
125
Orion Portfolio Solutions
Nebraska
$4.9M +$315K +9,713 +7%

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.