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State Street SPDR Portfolio Emerging Markets ETF

630 hedge funds and large institutions have $5.74B invested in State Street SPDR Portfolio Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 316 increasing their positions, 196 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 196

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

10% more capital invested

Capital invested by funds: $5.24B → $5.74B (+$502M)

3.26% more ownership

Funds ownership: 76.01%79.27% (+3.3%)

2% more funds holding

Funds holding: 619630 (+11)

Holders
630
Holders Change
+11
Holders Change %
+1.78%
% of All Funds
9.89%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.61%
New
55
Increased
316
Reduced
196
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$821M +$23.2M +678,233 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$513M +$36.9M +1,079,656 +8%
LPL Financial
3
LPL Financial
California
$308M +$42.5M +1,242,943 +16%
AF
4
Allworth Financial
California
$266M +$19.7M +577,325 +8%
HI
5
Horizon Investments
North Carolina
$195M +$11.2M +328,033 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$170M +$21.4M +626,489 +14%
Ameriprise
7
Ameriprise
Minnesota
$149M -$14M -408,275 -9%
TF
8
TIAA FSB
Florida
$147M +$1.42M +41,473 +1%
PI
9
PFS Investments
Georgia
$115M +$14.5M +425,369 +15%
State Street
10
State Street
Massachusetts
$111M +$40.3M +1,179,684 +58%
Jane Street
11
Jane Street
New York
$101M +$81.2M +2,376,065 +433%
Bank of America
12
Bank of America
North Carolina
$79.1M +$23.6M +689,131 +43%
Morgan Stanley
13
Morgan Stanley
New York
$67.9M +$2.86M +83,537 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$61.9M +$7.62M +222,822 +14%
PAG
15
Private Advisor Group
New Jersey
$61.6M +$1.32M +38,629 +2%
Wells Fargo
16
Wells Fargo
California
$61.6M +$2.87M +84,032 +5%
TC
17
TownSquare Capital
Utah
$59.9M +$5.78M +169,101 +11%
AssetMark Inc
18
AssetMark Inc
California
$58M +$12.1M +354,602 +27%
UBS Group
19
UBS Group
Switzerland
$56.2M -$3.44M -100,650 -6%
Cerity Partners
20
Cerity Partners
New York
$53.2M +$52.9M +1,548,508 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$50.1M +$23.3M +681,445 +88%
Mariner
22
Mariner
Kansas
$49.7M +$1.43M +41,832 +3%
MFS
23
McNamara Financial Services
Massachusetts
$47.8M -$9.8M -286,535 -17%
AA
24
Advisory Alpha
Michigan
$45.6M +$5.22M +152,796 +13%
SMM
25
Stadion Money Management
Georgia
$42.2M +$251K +7,343 +0.6%

SPEM Hedge Fund Activity: Q2 2023 in Review

630 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2023, worth a combined $5.74B — up 9.6% from $5.24B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SPEM positions and 38 closed out — a net gain of 17 holders — while 316 added to existing stakes and 196 trimmed.

The largest buyer was Jane Street, adding an estimated $81.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $39M sold.

  • 630 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2023, up from 619 in Q1 2023.
  • Funds reported $5.74B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2023, up 9.6% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2023 and 38 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2023 was Jane Street, an estimated $81.2M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2023 was Citadel Advisors, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2023.