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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
GP
276
Girard Partners
Pennsylvania
$1.57M -$1.43M -41,668 -47%
RW
277
RVW Wealth
California
$1.57M -$478K -13,903 -23%
UAS
278
United Asset Strategies
New York
$1.56M +$1.3M +37,693 +347%
OPPS
279
Obsidian Personal Planning Solutions
Maryland
$1.56M +$79.2K +2,302 +5%
PWM
280
Perigon Wealth Management
California
$1.56M +$248K +7,199 +19%
TDWM
281
Topel & Distasi Wealth Management
California
$1.46M
MHR
282
Matthew Hamilton Rosenberg
$1.46M -$733K -21,325 -33%
FAIM
283
Financial Advocates Investment Management
Washington
$1.46M +$454K +13,208 +45%
ACP
284
Aveo Capital Partners
Colorado
$1.46M +$95.3K +2,772 +7%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$1.46M -$52.4K -1,525 -3%
RIS
286
Retirement Income Solutions
Michigan
$1.4M +$601K +17,488 +74%
RWM
287
Ritholtz Wealth Management
New York
$1.39M -$177K -5,142 -11%
FHB
288
First Hawaiian Bank
Hawaii
$1.38M
SMC
289
Smith, Moore & Co
Missouri
$1.38M +$57.3K +1,667 +4%
KWM
290
Kingsview Wealth Management
Oregon
$1.37M -$72.6K -2,111 -5%
KSWA
291
Kathleen S. Wright Associates
Pennsylvania
$1.34M +$26.8K +780 +2%
CW
292
CreativeOne Wealth
Kansas
$1.34M -$160K -4,650 -11%
TC
293
TAGStone Capital
North Carolina
$1.33M +$27.6K +802 +2%
SF
294
Safeguard Financial
Wisconsin
$1.32M +$28.9K +840 +2%
GWSG
295
GPS Wealth Strategies Group
Colorado
$1.32M +$116K +3,386 +10%
WPW
296
Watershed Private Wealth
Illinois
$1.32M +$86.9K +2,528 +7%
SCM
297
Stonehearth Capital Management
Massachusetts
$1.3M -$135K -3,919 -9%
IF
298
Integrity Financial
Wyoming
$1.29M +$87K +2,530 +7%
VCM
299
Vivaldi Capital Management
Illinois
$1.29M -$564K -16,410 -30%
CBC
300
Coombe, Bender & Co
New York
$1.29M +$79.9K +2,322 +7%

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.