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State Street SPDR Portfolio Emerging Markets ETF

566 hedge funds and large institutions have $3.77B invested in State Street SPDR Portfolio Emerging Markets ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 255 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 199

0.68% more ownership

Funds ownership: 73.53%74.21% (+0.68%)

2% less funds holding

Funds holding: 580566 (-14)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

6% less capital invested

Capital invested by funds: $3.99B → $3.77B (-$222M)

16% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 55

Holders
566
Holders Change
-14
Holders Change %
-2.41%
% of All Funds
9.75%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.52%
New
46
Increased
255
Reduced
199
Closed
55
Calls
$2.04M
Puts
Net Calls
+$2.04M
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
CX Institutional
Indiana
$2.44M -$2.87M -84,429 -52%
MA
177
MBA Advisors
Pennsylvania
$2.44M +$172K +5,051 +7%
SPP
178
Single Point Partners
Massachusetts
$2.44M +$178K +5,220 +7%
VCM
179
Vivaldi Capital Management
Illinois
$2.4M -$8.47K -249 -0.3%
TFA
180
TPG Financial Advisors
Oregon
$2.36M +$39.4K +1,157 +2%
BCM
181
Boltwood Capital Management
California
$2.35M -$520K -15,295 -17%
MCWS
182
McKinley Carter Wealth Services
West Virginia
$2.34M -$304K -8,941 -11%
MHR
183
Matthew Hamilton Rosenberg
$2.3M -$217K -6,371 -8%
GC
184
Grimes & Company
Massachusetts
$2.29M +$84.1K +2,471 +3%
OAM
185
Occidental Asset Management
California
$2.28M -$262K -7,704 -9%
AWM
186
AE Wealth Management
Kansas
$2.27M +$123K +3,622 +5%
BIP
187
Blueprint Investment Partners
North Carolina
$2.23M +$977K +28,714 +67%
DI
188
Diligent Investors
California
$2.22M +$55.8K +1,641 +2%
IB
189
Intrust Bank
Kansas
$2.22M +$341K +10,031 +16%
CGFA
190
Colton Groome Financial Advisors
North Carolina
$2.22M -$746K -21,913 -23%
GM
191
GeoWealth Management
Illinois
$2.17M +$640K +18,822 +37%
EH
192
Equitable Holdings
New York
$2.17M +$33.9K +995 +1%
AG
193
Ascent Group
Virginia
$2.14M -$141K -4,147 -6%
TFA
194
Tobias Financial Advisors
Florida
$2.12M -$403K -11,844 -15%
PWPS
195
Pinnacle Wealth Planning Services
Ohio
$2.11M +$113K +3,334 +5%
AFS
196
Annapolis Financial Services
Maryland
$2.1M -$8.91K -262 -0.4%
WFS
197
Weitzel Financial Services
Iowa
$2.09M +$151K +4,428 +7%
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$2.07M +$346K +10,154 +18%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$2.04M +$98.9K +2,907 +5%
FFG
200
Frisch Financial Group
New York
$2.04M -$156K -4,596 -7%

SPEM Hedge Fund Activity: Q3 2022 in Review

566 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q3 2022, worth a combined $3.77B — down 5.6% from $3.99B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SPEM and 46 opened new positions — a net loss of 9 holders — while 199 trimmed existing stakes and 255 added.

The largest buyer was Creative Planning, adding an estimated $40.2M. The largest seller was Tidal Investments, exiting entirely with an estimated $65.4M sold.

  • 566 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q3 2022, down from 580 in Q2 2022.
  • Funds reported $3.77B of State Street SPDR Portfolio Emerging Markets ETF stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q3 2022 and 55 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q3 2022 was Creative Planning, an estimated $40.2M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q3 2022 was Tidal Investments, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2022.