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State Street SPDR Portfolio Emerging Markets ETF

731 hedge funds and large institutions have $7.02B invested in State Street SPDR Portfolio Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 311 increasing their positions, 269 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

32% more funds holding in top 10

Funds holding in top 10: 3850 (+12)

16% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 269

9% more capital invested

Capital invested by funds: $6.45B → $7.02B (+$571M)

3.28% more ownership

Funds ownership: 75.04%78.32% (+3.3%)

2% more funds holding

Funds holding: 714731 (+17)

Holders
731
Holders Change
+17
Holders Change %
+2.38%
% of All Funds
10.56%
Holding in Top 10
50
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+31.58%
% of All Funds
0.72%
New
68
Increased
311
Reduced
269
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Windsor Capital Management
Arizona
$5.55M +$56.3K +1,512 +1%
IWM
152
IHT Wealth Management
Illinois
$5.53M +$349K +9,360 +7%
RWI
153
Red Wave Investments
Pennsylvania
$5.49M -$43.9K -1,178 -0.8%
ORG
154
Optimist Retirement Group
Washington
$5.47M +$23.1K +619 +0.4%
BS
155
Banco Santander
Spain
$5.47M -$371K -9,960 -6%
IIC
156
Integrated Investment Consultants
Michigan
$5.46M
MWM
157
Merriman Wealth Management
Washington
$5.29M -$82.4K -2,212 -2%
DWP
158
Daymark Wealth Partners
Ohio
$5.27M +$5.21M +139,927 New
WA
159
Waverly Advisors
Alabama
$5.26M -$114K -3,049 -2%
AF
160
Affiance Financial
Minnesota
$5.16M +$324K +8,706 +7%
VCM
161
Vision Capital Management
Oregon
$5.16M -$83.1K -2,231 -2%
FHA
162
Flagship Harbor Advisors
Massachusetts
$5.14M +$207K +5,548 +4%
MFA
163
Millington Financial Advisors
Illinois
$5.13M -$34.9K -937 -0.7%
HSWS
164
Higgins & Schmidt Wealth Strategies
Colorado
$5.11M +$10.6K +285 +0.2%
GVAG
165
Great Valley Advisor Group
Delaware
$5.06M +$186K +4,994 +4%
FA
166
Fiduciary Alliance
South Carolina
$5.05M +$415K +11,152 +9%
WWG
167
West Wealth Group
California
$5.02M +$2.91M +78,184 +142%
CAL
168
Capital Analysts LLC
Pennsylvania
$5.02M +$136K +3,662 +3%
MWM
169
McNaughton Wealth Management
California
$5M +$117K +3,133 +2%
FEG
170
Financial Enhancement Group
Indiana
$5M -$84.5K -2,269 -2%
PFA
171
Pure Financial Advisors
California
$4.99M -$87.7K -2,354 -2%
MGIA
172
Moneta Group Investment Advisors
Missouri
$4.96M -$430K -11,550 -8%
RA
173
RFG Advisory
Alabama
$4.94M -$372K -9,980 -7%
JFG
174
JDM Financial Group
Texas
$4.93M +$224K +6,004 +5%
PA
175
Probity Advisors
Texas
$4.88M -$35.5K -952 -0.7%

SPEM Hedge Fund Activity: Q2 2024 in Review

731 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2024, worth a combined $7.02B — up 8.9% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPEM positions and 42 closed out — a net gain of 26 holders — while 311 added to existing stakes and 269 trimmed.

The largest buyer was Horizon Investments, adding an estimated $70M. The largest seller was Creative Planning, cutting an estimated $33.8M.

  • 731 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2024, up from 714 in Q1 2024.
  • Funds reported $7.02B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2024 and 42 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2024 was Horizon Investments, an estimated $70M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2024 was Creative Planning, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2024.