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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
WCM
151
Windsor Capital Management
Arizona
$5.05M +$26.2K +771 +0.5%
MWM
152
Merriman Wealth Management
Washington
$5.02M +$1.92M +56,413 +66%
VAF
153
Values Added Financial
District of Columbia
$5.02M -$50.5K -1,484 -1%
FPCP
154
Fort Point Capital Partners
California
$4.91M -$226K -6,658 -5%
PFA
155
Pure Financial Advisors
California
$4.86M +$475K +13,966 +11%
VFG
156
Valley Financial Group
Pennsylvania
$4.85M +$4.66M +136,929 New
HPC
157
Hobart Private Capital
North Carolina
$4.81M -$899K -26,436 -16%
EFS
158
Econ Financial Services
Pennsylvania
$4.79M +$88.4K +2,599 +2%
LA
159
LexAurum Advisors
Kansas
$4.7M +$186K +5,466 +4%
GC
160
Grimes & Company
Massachusetts
$4.66M +$6.05K +178 +0.1%
MA
161
Mutual Advisors
Nebraska
$4.61M +$2.2M +64,569 +98%
PA
162
Probity Advisors
Texas
$4.61M +$586K +17,219 +15%
MFA
163
Millington Financial Advisors
Illinois
$4.61M +$292K +8,589 +7%
HSWS
164
Higgins & Schmidt Wealth Strategies
Colorado
$4.6M +$4.42M +129,999 New
ORG
165
Optimist Retirement Group
Washington
$4.6M +$4.41M +129,802 New
IWM
166
IHT Wealth Management
Illinois
$4.56M -$321K -9,445 -7%
FHA
167
Flagship Harbor Advisors
Massachusetts
$4.49M +$284K +8,351 +7%
FEG
168
Financial Enhancement Group
Indiana
$4.48M -$21.7K -639 -0.5%
CAL
169
Capital Analysts LLC
Pennsylvania
$4.46M +$56.3K +1,656 +1%
MWM
170
McNaughton Wealth Management
California
$4.44M +$212K +6,236 +5%
M&T Bank
171
M&T Bank
New York
$4.42M -$921K -27,065 -18%
SQA
172
Simon Quick Advisors
New Jersey
$4.42M -$79.6K -2,340 -2%
MPW
173
MA Private Wealth
California
$4.41M -$8.64M -254,084 -67%
GVAG
174
Great Valley Advisor Group
Delaware
$4.39M +$47.3K +1,392 +1%
RA
175
Riversedge Advisors
Delaware
$4.37M -$23.2K -683 -0.6%

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.