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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
DWM
201
Defined Wealth Management
Oregon
$2.02M +$6.09K +179 +0.3%
GRP
202
Global Retirement Partners
California
$1.99M +$213K +6,249 +10%
KFI
203
Key Financial Inc
Pennsylvania
$1.99M +$1M +29,468 +85%
C
204
CEDRUS
Colorado
$1.96M +$285K +8,383 +15%
CFD
205
Creative Financial Designs
Indiana
$1.92M -$209K -6,135 -9%
M&T Bank
206
M&T Bank
New York
$1.92M +$334K +9,810 +19%
B
207
Bensler
Washington
$1.92M +$69.9K +2,053 +3%
KBFS
208
Kohmann Bosshard Financial Services
Ohio
$1.89M -$864K -25,393 -29%
BBW
209
Blue Barn Wealth
Utah
$1.87M +$115K +3,384 +6%
SCA
210
Snowden Capital Advisors
New York
$1.86M +$83.3K +2,448 +4%
AWA
211
ARQ Wealth Advisors
Arizona
$1.85M +$88.3K +2,594 +5%
PWM
212
Penobscot Wealth Management
Maine
$1.84M -$376K -11,051 -16%
BSWM
213
Boston Standard Wealth Management
Massachusetts
$1.83M -$596K -17,527 -23%
CW
214
CreativeOne Wealth
Kansas
$1.83M +$421K +12,380 +27%
OC
215
Oarsman Capital
Wisconsin
$1.81M -$1.77K -52 -0.1%
SMC
216
Smith, Moore & Co
Missouri
$1.79M +$303K +8,901 +18%
WWM
217
Western Wealth Management
Colorado
$1.79M +$62.4K +1,834 +3%
FPWM
218
FSB Premier Wealth Management
Iowa
$1.78M +$230K +6,770 +13%
TWP
219
Tempus Wealth Planning
California
$1.77M +$173K +5,076 +10%
CCFM
220
Clear Creek Financial Management
Washington
$1.75M -$85.4K -2,509 -4%
EIM
221
Ervin Investment Management
Washington
$1.74M -$111K -3,260 -6%
BA
222
Bridge Advisory
California
$1.72M -$34.6K -1,018 -2%
BWFA
223
Baltimore-Washington Financial Advisors
Maryland
$1.71M -$16.8K -493 -0.9%
EGWAG
224
Elwood & Goetz Wealth Advisory Group
Georgia
$1.67M +$389K +11,442 +27%
CWM
225
Collaborative Wealth Management
Florida
$1.65M -$27.4K -806 -1%

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.