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State Street SPDR Portfolio Emerging Markets ETF

731 hedge funds and large institutions have $7.02B invested in State Street SPDR Portfolio Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 311 increasing their positions, 269 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

32% more funds holding in top 10

Funds holding in top 10: 3850 (+12)

16% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 269

9% more capital invested

Capital invested by funds: $6.45B → $7.02B (+$571M)

3.28% more ownership

Funds ownership: 75.04%78.32% (+3.3%)

2% more funds holding

Funds holding: 714731 (+17)

Holders
731
Holders Change
+17
Holders Change %
+2.38%
% of All Funds
10.56%
Holding in Top 10
50
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+31.58%
% of All Funds
0.72%
New
68
Increased
311
Reduced
269
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$889M -$33.8M -906,861 -4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$680M +$10.9M +293,318 +2%
LPL Financial
3
LPL Financial
California
$345M +$8.13M +218,418 +2%
AF
4
Allworth Financial
California
$236M +$6.39M +171,512 +3%
State Street
5
State Street
Massachusetts
$215M +$12.4M +333,799 +6%
Ameriprise
6
Ameriprise
Minnesota
$199M -$462K -12,405 -0.2%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$195M -$9M -241,586 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$188M +$12.1M +323,995 +7%
HI
9
Horizon Investments
North Carolina
$172M +$70M +1,880,671 +70%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$112M -$58.1K -1,560 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$97.3M +$8.72M +234,107 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$86M +$1.17M +31,453 +1%
Bank of America
13
Bank of America
North Carolina
$84.7M +$28M +751,252 +50%
Cerity Partners
14
Cerity Partners
New York
$77.7M +$2.79M +74,955 +4%
TC
15
TownSquare Capital
Utah
$76.2M +$8.61M +231,223 +13%
AssetMark Inc
16
AssetMark Inc
California
$75.6M +$1.96M +52,683 +3%
Wells Fargo
17
Wells Fargo
California
$74M -$7.46M -200,392 -9%
SMM
18
Stadion Money Management
Georgia
$65.1M -$27.2M -729,966 -30%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$63.3M +$3.31M +88,957 +6%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$62.6M +$10.4M +279,775 +20%
ACA
21
Aptus Capital Advisors
Alabama
$59.8M +$8.88M +238,352 +18%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$59.5M +$26.8M +719,833 +84%
GLA
23
Great Lakes Advisors
Illinois
$59.3M +$8.25M +221,616 +16%
Mariner
24
Mariner
Kansas
$58.2M +$1.05M +28,227 +2%
Jane Street
25
Jane Street
New York
$58.1M -$33.1M -888,106 -37%

SPEM Hedge Fund Activity: Q2 2024 in Review

731 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q2 2024, worth a combined $7.02B — up 8.9% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SPEM positions and 42 closed out — a net gain of 26 holders — while 311 added to existing stakes and 269 trimmed.

The largest buyer was Horizon Investments, adding an estimated $70M. The largest seller was Creative Planning, cutting an estimated $33.8M.

  • 731 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q2 2024, up from 714 in Q1 2024.
  • Funds reported $7.02B of State Street SPDR Portfolio Emerging Markets ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 68 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q2 2024 and 42 closed out, a net change of +26 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q2 2024 was Horizon Investments, an estimated $70M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q2 2024 was Creative Planning, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2024.