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State Street SPDR Portfolio Emerging Markets ETF

619 hedge funds and large institutions have $5.24B invested in State Street SPDR Portfolio Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 196

42% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 45

1% more funds holding

Funds holding: 615619 (+4)

1.24% less ownership

Funds ownership: 77.25%76.01% (-1.2%)

7% less capital invested

Capital invested by funds: $5.61B → $5.24B (-$369M)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
619
Holders Change
+4
Holders Change %
+0.65%
% of All Funds
9.86%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.56%
New
64
Increased
288
Reduced
196
Closed
45
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Ascent Group
Virginia
$2.33M +$150K +4,359 +7%
TFA
227
Tobias Financial Advisors
Florida
$2.32M -$16.4K -477 -0.7%
AFS
228
Annapolis Financial Services
Maryland
$2.32M
WFM
229
Wolff Financial Management
Michigan
$2.31M +$805K +23,419 +53%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$2.3M +$2.32M +67,331 New
MAM
231
Meeder Asset Management
Ohio
$2.29M -$492K -14,298 -18%
NECFA
232
New England Capital Financial Advisors
Connecticut
$2.27M +$60.7K +1,766 +3%
EIM
233
Ervin Investment Management
Washington
$2.26M +$205K +5,960 +10%
PAG
234
Paladin Advisory Group
Iowa
$2.22M +$2.24M +65,181 New
WMG
235
WESCAP Management Group
California
$2.2M +$10.4K +303 +0.5%
EWM
236
Echo Wealth Management
Minnesota
$2.13M -$406K -11,807 -16%
BBW
237
Blue Barn Wealth
Utah
$2.12M +$79.7K +2,318 +4%
BSWM
238
Boston Standard Wealth Management
Massachusetts
$2.11M -$13.9K -404 -0.6%
AWM
239
Apollon Wealth Management
South Carolina
$2.09M +$1.45M +42,228 +223%
YAL
240
Your Advocates Ltd
Texas
$2.06M
PIFP
241
Partners in Financial Planning
Virginia
$2.05M -$80.6K -2,343 -4%
FFG
242
Frisch Financial Group
New York
$2.05M -$133K -3,858 -6%
BA
243
Bristlecone Advisors
Washington
$1.98M +$91.1K +2,650 +5%
TWP
244
Tempus Wealth Planning
California
$1.95M +$45.6K +1,327 +2%
CCFM
245
Clear Creek Financial Management
Washington
$1.92M -$9.11K -265 -0.5%
SFI
246
SPC Financial Inc
Maryland
$1.91M +$1.92M +55,942 New
KBFS
247
Kohmann Bosshard Financial Services
Ohio
$1.91M -$23.9K -696 -1%
HAS
248
HBW Advisory Services
California
$1.89M +$32.8K +953 +2%
CWM
249
Congress Wealth Management
Massachusetts
$1.89M +$57.2K +1,662 +3%
FPWM
250
FSB Premier Wealth Management
Iowa
$1.88M -$62K -1,804 -3%

SPEM Hedge Fund Activity: Q1 2023 in Review

619 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) for Q1 2023, worth a combined $5.24B — down 6.6% from $5.61B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SPEM positions and 45 closed out — a net gain of 19 holders — while 288 added to existing stakes and 196 trimmed.

The largest buyer was Horizon Investments, adding an estimated $124M. The largest seller was Hamilton Capital, cutting an estimated $61.2M.

  • 619 institutional investors held State Street SPDR Portfolio Emerging Markets ETF (SPEM) as of Q1 2023, up from 615 in Q4 2022.
  • Funds reported $5.24B of State Street SPDR Portfolio Emerging Markets ETF stock for Q1 2023, down 6.6% quarter-over-quarter.
  • 64 funds opened new State Street SPDR Portfolio Emerging Markets ETF positions in Q1 2023 and 45 closed out, a net change of +19 holders.
  • The largest State Street SPDR Portfolio Emerging Markets ETF buyer in Q1 2023 was Horizon Investments, an estimated $124M added.
  • The largest State Street SPDR Portfolio Emerging Markets ETF seller in Q1 2023 was Hamilton Capital, an estimated $61.2M sold.

Based on aggregated 13F filings for Q1 2023.