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State Street SPDR Portfolio Emerging Markets ETF

714 hedge funds and large institutions have $6.45B invested in State Street SPDR Portfolio Emerging Markets ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 290 increasing their positions, 299 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

3% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 299

3% less capital invested

Capital invested by funds: $6.66B → $6.45B (-$214M)

1% less funds holding

Funds holding: 722714 (-8)

6.05% less ownership

Funds ownership: 81.09%75.04% (-6%)

19% less funds holding in top 10

Funds holding in top 10: 4738 (-9)

Holders
714
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
10.29%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.55%
New
48
Increased
290
Reduced
299
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$887M -$33.2M -944,108 -4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$643M +$38.1M +1,082,162 +6%
LPL Financial
3
LPL Financial
California
$324M -$7.45M -211,824 -2%
AF
4
Allworth Financial
California
$219M +$3.87M +109,901 +2%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$196M +$11M +312,818 +6%
State Street
6
State Street
Massachusetts
$194M +$27.9M +793,811 +17%
Ameriprise
7
Ameriprise
Minnesota
$192M +$10.6M +301,137 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$169M -$2.6M -74,011 -2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$107M +$73.6M +2,091,808 +238%
HI
10
Horizon Investments
North Carolina
$97.6M -$123M -3,488,560 -56%
SMM
11
Stadion Money Management
Georgia
$89M -$1.22M -34,687 -1%
Jane Street
12
Jane Street
New York
$88M +$26.3M +747,277 +44%
Morgan Stanley
13
Morgan Stanley
New York
$85M -$73.1M -2,077,100 -47%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$81.5M -$37.6M -1,068,539 -32%
Wells Fargo
15
Wells Fargo
California
$78.3M -$11.5M -327,132 -13%
Cerity Partners
16
Cerity Partners
New York
$72M +$6.98M +198,255 +11%
AssetMark Inc
17
AssetMark Inc
California
$70.7M -$319K -9,070 -0.5%
TC
18
TownSquare Capital
Utah
$64.8M +$6.32M +179,564 +11%
UBS Group
19
UBS Group
Switzerland
$57.7M +$769K +21,850 +1%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$57.6M +$4.14M +117,644 +8%
Mariner
21
Mariner
Kansas
$54.9M +$370K +10,502 +0.7%
Bank of America
22
Bank of America
North Carolina
$54.2M -$27.8M -790,185 -35%
MFS
23
McNamara Financial Services
Massachusetts
$51.3M +$785K +22,324 +2%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$50M +$4.16M +118,269 +9%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$50M +$35.9M +1,019,272 +282%

SPEM Hedge Fund Activity: Q1 2024 in Review

714 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2024, worth a combined $6.45B — down 3.2% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPEM positions and 46 closed out — a net gain of 2 holders — while 290 added to existing stakes and 299 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $73.6M. The largest seller was Horizon Investments, cutting an estimated $123M.

  • 714 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2024, down from 722 in Q4 2023.
  • Funds reported $6.45B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2024 and 46 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $73.6M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2024 was Horizon Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.