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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
SAM
126
Securian Asset Management
Minnesota
$6.54M
SWM
127
Sugarloaf Wealth Management
Georgia
$6.53M +$217K +6,385 +4%
BMD
128
Better Money Decisions
New Mexico
$6.39M +$484K +14,236 +9%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$6.29M -$220K -6,458 -4%
MGIA
130
Moneta Group Investment Advisors
Missouri
$6.26M -$859K -25,251 -12%
BFA
131
Brown Financial Advisory
Alabama
$6.18M -$1.28M -37,622 -18%
LSAG
132
Lake Street Advisors Group
New Hampshire
$6.12M +$91.2K +2,682 +2%
TCM
133
Towercrest Capital Management
Pennsylvania
$6.03M +$99.2K +2,916 +2%
EDRIA
134
Edmonds Duncan Registered Investment Advisors
Kansas
$5.98M +$47.6K +1,400 +0.8%
GRP
135
Global Retirement Partners
California
$5.69M -$710K -20,888 -11%
WI
136
WrapManager Inc
California
$5.59M -$396K -11,646 -7%
GWM
137
Geneos Wealth Management
Colorado
$5.39M +$257K +7,549 +5%
RWI
138
Red Wave Investments
Pennsylvania
$5.37M -$265K -7,781 -5%
DK
139
David Kennon
Florida
$5.37M -$17.8K -522 -0.3%
HI
140
Harbour Investments
Wisconsin
$5.34M +$36.9K +1,086 +0.7%
IIC
141
Integrated Investment Consultants
Michigan
$5.33M +$238K +7,012 +5%
SFM
142
Signet Financial Management
New Jersey
$5.28M +$332K +9,758 +7%
BF
143
Brooklyn FI
New York
$5.23M -$6.19M -181,992 -55%
BS
144
Banco Santander
Spain
$5.23M -$2.18M -64,113 -30%
CWM
145
Congress Wealth Management
Massachusetts
$5.22M +$56.6K +1,665 +1%
SFG
146
StrategIQ Financial Group
Indiana
$5.17M -$248K -7,301 -5%
DL
147
DOHJ LLC
Washington
$5.15M +$633K +18,611 +15%
CA
148
Cetera Advisors
Colorado
$5.13M +$7.55K +222 +0.2%
VCM
149
Vision Capital Management
Oregon
$5.1M +$78.6K +2,311 +2%
CI
150
CX Institutional
Indiana
$5.09M +$4.89M +143,826 New

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.