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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
AWA
201
ARQ Wealth Advisors
Arizona
$3.66M +$149K +4,384 +4%
CIAS
202
CFS Investment Advisory Services
New Jersey
$3.66M +$151K +4,447 +4%
TFA
203
Tranquilli Financial Advisor
New Jersey
$3.6M +$19K +558 +0.6%
PWPS
204
Pinnacle Wealth Planning Services
Ohio
$3.59M +$155K +4,544 +5%
AL
205
ADE LLC
Maryland
$3.58M +$22.4K +660 +0.7%
DAS
206
Dynamic Advisor Solutions
Arizona
$3.55M +$1.55M +45,493 +81%
MPW
207
Melone Private Wealth
Michigan
$3.52M +$3.39M +99,541 New
MWM
208
Mascoma Wealth Management
New Hampshire
$3.47M -$133K -3,914 -4%
SC
209
Savant Capital
Illinois
$3.47M -$309K -9,090 -8%
GFWA
210
Grey Fox Wealth Advisors
Delaware
$3.45M +$457K +13,442 +16%
AWMG
211
Alliance Wealth Management Group
New Jersey
$3.45M +$3.32M +97,485 New
WFP
212
Wrenne Financial Planning
Kentucky
$3.44M +$3.3M +97,073 New
HFS
213
Horizon Financial Services
North Carolina
$3.38M +$48.6K +1,428 +2%
ATC
214
Advantage Trust Company
Kansas
$3.37M +$3.24M +95,279 New
VAS
215
Vestmark Advisory Solutions
Massachusetts
$3.36M +$497K +14,600 +18%
CA
216
Continuum Advisory
Idaho
$3.36M -$226K -6,659 -7%
AI
217
Atria Investments
North Carolina
$3.32M +$3.19M +93,699 New
WFM
218
Wolff Financial Management
Michigan
$3.32M +$205K +6,027 +7%
OAP
219
One Advisory Partners
Kansas
$3.29M -$1.38M -40,665 -30%
KWM
220
Kingsview Wealth Management
Oregon
$3.23M +$144K +4,223 +5%
OWA
221
ORBA Wealth Advisors
Illinois
$3.21M +$3.08M +90,642 New
MCWS
222
McKinley Carter Wealth Services
West Virginia
$3.18M +$246K +7,219 +9%
VIM
223
Vista Investment Management
Pennsylvania
$3.18M +$71.8K +2,112 +2%
RCM
224
Raleigh Capital Management
North Carolina
$3.16M +$355K +10,438 +13%
KFI
225
Key Financial Inc
Pennsylvania
$3.07M +$445K +13,094 +18%

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.