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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
Creative Planning
1
Creative Planning
Kansas
$901M +$17.2M +504,808 +2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$591M +$24.5M +720,236 +5%
LPL Financial
3
LPL Financial
California
$324M -$841K -24,732 -0.3%
HI
4
Horizon Investments
North Carolina
$219M +$25.9M +760,987 +14%
AF
5
Allworth Financial
California
$211M +$4.92M +144,613 +2%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$181M +$13M +382,150 +8%
Ameriprise
7
Ameriprise
Minnesota
$177M +$11.9M +348,534 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$168M +$7.91M +232,533 +5%
State Street
9
State Street
Massachusetts
$162M +$12M +353,681 +8%
Morgan Stanley
10
Morgan Stanley
New York
$157M +$92.1M +2,706,647 +158%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$118M -$1.19M -35,047 -1%
FGAM
12
Financial Gravity Asset Management
Texas
$91.8M +$8.57M +251,850 +8%
SMM
13
Stadion Money Management
Georgia
$88.3M +$19.2M +564,212 +29%
Wells Fargo
14
Wells Fargo
California
$88.2M +$23.4M +688,304 +38%
Bank of America
15
Bank of America
North Carolina
$81M +$4.62M +135,807 +6%
AssetMark Inc
16
AssetMark Inc
California
$69.5M -$1.53M -44,986 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$69.2M -$20.3M -595,731 -23%
Cerity Partners
18
Cerity Partners
New York
$63.4M +$5.09M +149,664 +9%
Jane Street
19
Jane Street
New York
$59.6M +$37M +1,087,435 +182%
TC
20
TownSquare Capital
Utah
$57.1M -$6.56M -192,797 -11%
UBS Group
21
UBS Group
Switzerland
$55.7M +$5.05M +148,551 +10%
Mariner
22
Mariner
Kansas
$53.3M +$1.94M +56,928 +4%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$52.1M -$9.54M -280,533 -16%
AA
24
Advisory Alpha
Michigan
$50.4M +$782K +22,982 +2%
MFS
25
McNamara Financial Services
Massachusetts
$49.4M +$461K +13,566 +1%

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.