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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
RWM
251
Revisor Wealth Management
Ohio
$1.87M +$1.89M +54,884 New
IB
252
Intrust Bank
Kansas
$1.87M -$823K -23,943 -30%
RCA
253
Resonant Capital Advisors
Wisconsin
$1.87M +$30.1K +875 +2%
G
254
Gainplan
Michigan
$1.86M +$882K +25,660 +89%
VPP
255
Vertex Planning Partners
Illinois
$1.86M +$1.46M +42,524 +352%
SPWG
256
Syntegra Private Wealth Group
Missouri
$1.85M +$98.9K +2,876 +6%
ARG
257
Advisory Resource Group
Oklahoma
$1.84M +$192K +5,579 +12%
MIH
258
Meitav Investment House
Israel
$1.84M +$21.7K +630 +1%
SPC
259
Sigma Planning Corp
Michigan
$1.8M +$240K +6,975 +15%
PA
260
Parallel Advisors
California
$1.77M +$269K +7,827 +18%
Bank of Nova Scotia
261
Bank of Nova Scotia
Ontario, Canada
$1.75M +$1.76M +51,260 New
AWM
262
Axxcess Wealth Management
California
$1.72M +$104K +3,021 +6%
AIS
263
American Investment Services
Massachusetts
$1.7M
FFWM
264
Future Financial Wealth Management
Ohio
$1.67M +$423K +12,292 +34%
CA
265
CSM Advisors
Pennsylvania
$1.66M +$1.67M +48,650 New
FHA
266
First Horizon Advisors
Tennessee
$1.66M -$2.5M -72,623 -60%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M +$132K +3,824 +9%
HC
268
Hamilton Capital
Ohio
$1.65M -$61.2M -1,780,178 -97%
NRA
269
NSI Retail Advisors
Pennsylvania
$1.64M +$1.65M +48,100 New
BWFA
270
Baltimore-Washington Financial Advisors
Maryland
$1.62M -$54.7K -1,591 -3%
PWA
271
Peterson Wealth Advisors
Utah
$1.61M -$1.2K -35 -0.1%
B
272
Bensler
Washington
$1.6M -$209K -6,091 -11%
CAI
273
Capital Advisors Inc
Oklahoma
$1.59M +$67.9K +1,974 +4%
TSS
274
Two Sigma Securities
New York
$1.59M +$1.6M +46,469 New
BSW
275
Buckingham Strategic Wealth
Missouri
$1.58M

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.