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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
WA
301
WBH Advisory
Maryland
$1.29M +$1.3M +37,703 New
TF
302
Trek Financial
Arizona
$1.28M +$1.29M +37,399 New
Stifel Financial
303
Stifel Financial
Missouri
$1.28M -$222K -6,456 -15%
SCI
304
Stableford Capital II
Arizona
$1.25M +$1.3M +37,904 New
CFGS
305
Concourse Financial Group Securities
Alabama
$1.24M -$127K -3,696 -9%
JMPWA
306
JP Morgan Private Wealth Advisors
California
$1.23M +$42.7K +1,243 +4%
AWMNH
307
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.23M -$246K -7,159 -17%
BF
308
Brooklyn FI
New York
$1.22M +$359K +10,447 +55%
AWA
309
Arete Wealth Advisors
Illinois
$1.22M +$177K +5,137 +17%
GKWIM
310
Gerber Kawasaki Wealth & Investment Management
California
$1.18M +$252K +7,336 +27%
DAS
311
Dynamic Advisor Solutions
Arizona
$1.16M +$29.9K +869 +3%
HI
312
Harbour Investments
Wisconsin
$1.15M +$25.1K +730 +2%
LA
313
Lane & Associates
New Jersey
$1.15M -$44.8K -1,303 -4%
FAM
314
Formidable Asset Management
Ohio
$1.14M +$3.06K +89 +0.3%
RIM
315
Rockbridge Investment Management
New York
$1.13M -$8.05K -234 -0.7%
HWM
316
HighMark Wealth Management
Minnesota
$1.12M -$10.8M -312,738 -91%
FFG
317
Fullen Financial Group
Ohio
$1.11M
LOIM
318
Liberty One Investment Management
Illinois
$1.11M +$6.95K +202 +0.6%
AF
319
Affiance Financial
Minnesota
$1.09M +$1.1M +31,949 New
EGWAG
320
Elwood & Goetz Wealth Advisory Group
Georgia
$1.09M -$219K -6,364 -17%
JWA
321
JFS Wealth Advisors
Pennsylvania
$1.08M -$30.4K -883 -3%
RFA
322
RTD Financial Advisors
Pennsylvania
$1.07M -$88K -2,558 -8%
Prudential Financial
323
Prudential Financial
New Jersey
$1.05M +$626K +18,195 +146%
SS
324
Simplicity Solutions
Minnesota
$1.05M +$644K +18,733 +157%
AI
325
Atria Investments
North Carolina
$1.04M +$1.05M +30,466 New

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.