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State Street SPDR Portfolio Emerging Markets ETF

615 hedge funds and large institutions have $5.61B invested in State Street SPDR Portfolio Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 47

49% more capital invested

Capital invested by funds: $3.77B → $5.61B (+$1.83B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

23% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 208

9% more funds holding

Funds holding: 566615 (+49)

3.05% more ownership

Funds ownership: 74.21%77.25% (+3%)

Holders
615
Holders Change
+49
Holders Change %
+8.66%
% of All Funds
9.89%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.61%
New
111
Increased
256
Reduced
208
Closed
47
Calls
$2.12M
Puts
Net Calls
+$2.12M
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.01B +$17K +526 +2%
Creative Planning
2
Creative Planning
Kansas
$764M +$29.4M +908,280 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$430M +$115M +3,537,273 +37%
AF
4
Allworth Financial
California
$227M +$73.1M +2,257,452 +49%
LPL Financial
5
LPL Financial
California
$200M +$25.5M +787,970 +15%
TF
6
TIAA FSB
Florida
$131M +$23.5M +725,123 +22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$96.3M +$11.4M +351,784 +14%
Ameriprise
8
Ameriprise
Minnesota
$92.1M +$8.32M +256,849 +10%
State Street
9
State Street
Massachusetts
$67.8M +$1.19M +36,796 +2%
HC
10
Hamilton Capital
Ohio
$60.3M +$59.2M +1,828,490 New
PFO
11
Pathstone Family Office
New Jersey
$59.7M +$6.46M +199,484 +12%
TC
12
TownSquare Capital
Utah
$58.9M +$12.7M +392,762 +28%
Bank of America
13
Bank of America
North Carolina
$58.3M -$9.83M -303,350 -15%
HI
14
Horizon Investments
North Carolina
$57.3M +$13.4M +412,208 +31%
3AM
15
3EDGE Asset Management
Florida
$56.6M +$55.6M +1,715,864 New
UBS Group
16
UBS Group
Switzerland
$55.6M +$4.15M +128,225 +8%
MFS
17
McNamara Financial Services
Massachusetts
$54.4M +$593K +18,295 +1%
Morgan Stanley
18
Morgan Stanley
New York
$53.1M +$6.41M +197,903 +14%
Wells Fargo
19
Wells Fargo
California
$52.1M -$738K -22,795 -1%
HWMA
20
Heritage Wealth Management (Arizona)
Arizona
$46.6M +$26.7M +822,910 +140%
CPO
21
Cerity Partners OCIO
New York
$42.9M +$310K +9,573 +0.7%
Mariner
22
Mariner
Kansas
$41.9M -$176K -5,430 -0.4%
TC
23
Trilogy Capital
California
$41.1M +$16.1M +495,761 +66%
AssetMark Inc
24
AssetMark Inc
California
$41.1M -$1.06M -32,743 -3%
GSIS
25
Global Strategic Investment Solutions
Arizona
$38.3M -$11M -340,995 -23%

SPEM Hedge Fund Activity: Q4 2022 in Review

615 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q4 2022, worth a combined $5.61B — up 49% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPEM positions and 47 closed out — a net gain of 64 holders — while 256 added to existing stakes and 208 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $115M. The largest seller was CFS Investment Advisory Services, cutting an estimated $25.1M.

  • 615 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q4 2022, up from 566 in Q3 2022.
  • Funds reported $5.61B of State Street SPDR Portfolio Emerging Markets ETF stock for Q4 2022, up 49% quarter-over-quarter.
  • 111 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q4 2022 and 47 closed out, a net change of +64 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $115M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2022.