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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
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$4.26M -$3.79M -111,508 -48%
GLA
177
Good Life Advisors
Pennsylvania
$4.23M -$312K -9,172 -7%
LFPWM
178
Leicht Financial Planning & Wealth Management
New Jersey
$4.22M -$44K -1,294 -1%
RA
179
RFG Advisory
Alabama
$4.16M -$260K -7,641 -6%
FA
180
Fiduciary Alliance
South Carolina
$4.15M +$77.5K +2,278 +2%
AFAS
181
Acorn Financial Advisory Services
Virginia
$4.13M -$788K -23,156 -16%
CCFCSB
182
Cape Cod Five Cents Savings Bank
Massachusetts
$4.05M -$4.03M -118,527 -51%
SWP
183
Stratos Wealth Partners
Ohio
$4.03M -$332K -9,776 -8%
JFG
184
JDM Financial Group
Texas
$4.03M +$117K +3,452 +3%
SPP
185
Single Point Partners
Massachusetts
$3.98M +$598K +17,593 +19%
MAWA
186
Moss Adams Wealth Advisors
Washington
$3.96M +$825K +24,267 +28%
IWMA
187
Ironwood Wealth Management (Arizona)
Arizona
$3.93M +$131K +3,866 +4%
Corient Private Wealth
188
Corient Private Wealth
Florida
$3.91M -$170K -4,998 -4%
VBFP
189
Valtinson Bruner Financial Planning
Minnesota
$3.91M +$41K +1,206 +1%
GPWA
190
Great Point Wealth Advisors
Massachusetts
$3.91M -$11.5K -337 -0.3%
EWA
191
Exencial Wealth Advisors
Oklahoma
$3.9M -$30.4K -895 -0.8%
OL
192
Optas LLC
Texas
$3.89M +$2.31M +67,969 +163%
AWA
193
Aquire Wealth Advisors
Utah
$3.87M -$388K -11,402 -9%
AF
194
Affiance Financial
Minnesota
$3.84M +$1.95M +57,459 +113%
SPWM
195
Spartan Planning & Wealth Management
North Carolina
$3.84M +$2.36M +69,435 +178%
BCM
196
Boltwood Capital Management
California
$3.81M -$74K -2,177 -2%
ADL
197
Asset Dedication LLC
California
$3.78M -$51.9K -1,525 -1%
PG
198
Proffitt & Goodson
Tennessee
$3.77M +$118K +3,456 +3%
PMG
199
ProVise Management Group
Florida
$3.73M -$73.2K -2,151 -2%
BW
200
BIP Wealth
Georgia
$3.66M +$341K +10,035 +11%

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.