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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
JMFC
101
J.M. Forbes & Co
Massachusetts
$9.6M +$123K +3,607 +1%
UCFA
102
United Capital Financial Advisors
Texas
$9.57M -$14.1M -413,722 -60%
FWI
103
Facet Wealth Inc
Maryland
$9.27M -$952K -28,004 -10%
IWC
104
Integrated Wealth Concepts
Massachusetts
$9.14M +$3.41M +100,240 +64%
AWS
105
Atria Wealth Solutions
New York
$8.8M +$1.94M +57,111 +30%
OWM
106
Opes Wealth Management
California
$8.6M +$289K +8,511 +4%
T
107
TrueFG
Texas
$8.5M -$122K -3,593 -1%
FI
108
Financial Insights
Washington
$8.36M -$687K -20,186 -8%
GM
109
GeoWealth Management
Illinois
$8.04M +$963K +28,309 +14%
AFWM
110
Abich Financial Wealth Management
Virginia
$7.93M +$7.62M +224,022 New
Goldman Sachs
111
Goldman Sachs
New York
$7.85M +$7.25M +213,046 +2,503%
TIM
112
Tortoise Investment Management
New York
$7.79M -$17.1K -504 -0.2%
PFM
113
Peak Financial Management
Massachusetts
$7.76M +$309K +9,083 +4%
MFG
114
Merit Financial Group
Georgia
$7.31M +$1.6M +47,155 +30%
RI
115
Rinkey Investments
California
$7.27M -$546K -16,058 -7%
OFS
116
OneAscent Financial Services
Alabama
$7.26M +$6.98M +205,114 New
FFS
117
Founders Financial Securities
Maryland
$7.16M +$1.86M +54,595 +37%
TFA
118
TPG Financial Advisors
Oregon
$7.15M +$507K +14,917 +8%
BCM
119
Brookstone Capital Management
Illinois
$7.1M -$5.26M -154,598 -44%
BCI
120
Brinker Capital Investments
Pennsylvania
$7.06M +$1.02M +29,887 +17%
OPS
121
Orion Portfolio Solutions
Nebraska
$7.06M +$1.02M +29,887 +17%
WAAG
122
Wealth Alliance Advisory Group
Kansas
$6.88M +$280K +8,230 +4%
MSA
123
Marathon Strategic Advisors
Pennsylvania
$6.86M +$6.59M +193,731 New
RIA
124
Regal Investment Advisors
Michigan
$6.66M -$75K -2,204 -1%
CFD
125
Creative Financial Designs
Indiana
$6.57M +$235K +6,904 +4%

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.