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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
SQA
126
Simon Quick Advisors
New Jersey
$4.79M -$530K -16,353 -10%
GC
127
Grimes & Company
Massachusetts
$4.61M +$2.14M +65,985 +89%
SWM
128
Sugarloaf Wealth Management
Georgia
$4.61M -$2.13M -65,679 -32%
BL
129
Balentine LLC
Georgia
$4.55M -$5.3M -163,505 -54%
GLA
130
Great Lakes Advisors
Illinois
$4.45M +$24.9M +767,924 +244%
RWA
131
Rooted Wealth Advisors
Illinois
$4.43M +$4.35M +134,383 New
RA
132
Riversedge Advisors
Delaware
$4.4M -$2.42M -74,599 -36%
AWA
133
Aquire Wealth Advisors
Utah
$4.37M -$1.01M -31,246 -19%
MAWA
134
Moss Adams Wealth Advisors
Washington
$4.36M +$4.28M +132,263 New
ACM
135
Advance Capital Management
Michigan
$4.32M +$515K +15,894 +14%
IIC
136
Integrated Investment Consultants
Michigan
$4.28M +$1.04M +32,121 +33%
QA
137
Quantitative Advantage
Minnesota
$4.26M -$321K -9,901 -7%
WCM
138
Windsor Capital Management
Arizona
$4.25M -$43.9K -1,355 -1%
SPP
139
Single Point Partners
Massachusetts
$4.21M +$1.59M +49,074 +62%
MCWS
140
McKinley Carter Wealth Services
West Virginia
$4.2M +$1.69M +52,055 +69%
CCFCSB
141
Cape Cod Five Cents Savings Bank
Massachusetts
$4.17M +$4.1M +126,515 New
FEG
142
Financial Enhancement Group
Indiana
$4.16M -$1.51M -46,457 -28%
HAC
143
Harbor Advisory Corp
New Hampshire
$4.12M +$3.41M +105,203 +532%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$4.09M +$3.47M +107,050 +624%
APC
145
Aspire Private Capital
North Carolina
$4.08M -$82.2K -2,536 -2%
EWA
146
Exencial Wealth Advisors
Oklahoma
$4.03M -$578K -17,837 -13%
IWM
147
IHT Wealth Management
Illinois
$4.02M -$151K -4,666 -4%
IWMA
148
Ironwood Wealth Management (Arizona)
Arizona
$4.02M +$72.2K +2,228 +2%
FHA
149
First Horizon Advisors
Tennessee
$4M -$4.75M -146,568 -55%
MFA
150
Millington Financial Advisors
Illinois
$3.94M +$3.87M +119,465 New

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.