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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
APW
326
Austin Private Wealth
Texas
$1.04M +$306K +8,894 +41%
BA
327
Bridge Advisory
California
$1.04M -$890K -25,876 -46%
IF
328
IRON Financial
Illinois
$1.03M -$1.79K -52 -0.2%
BDFN
329
Bond & Devick Financial Network
Minnesota
$1.02M +$34 +1 +0%
CAG
330
Csenge Advisory Group
Florida
$1.02M -$9.29K -270 -0.9%
KAS
331
Kestra Advisory Services
Texas
$1.01M -$2.11M -61,345 -67%
OGF
332
Orin Green Financial
California
$1.01M -$38.8K -1,128 -4%
RCM
333
Raleigh Capital Management
North Carolina
$996K +$207K +6,033 +26%
DWM
334
Defined Wealth Management
Oregon
$982K +$45.7K +1,328 +5%
QC
335
Quent Capital
New York
$981K +$91.2K +2,651 +10%
T
336
TRUADVICE
Florida
$963K +$237K +6,877 +32%
LAM
337
Lifestyle Asset Management
Texas
$933K +$42.5K +1,237 +5%
TPCW
338
TD Private Client Wealth
New York
$932K -$54K -1,569 -5%
TCWA
339
Ten Capital Wealth Advisors
Washington
$932K -$15K -435 -2%
CI
340
CX Institutional
Indiana
$927K -$350K -10,184 -27%
FIC
341
Family Investment Center
Missouri
$907K +$19.9K +580 +2%
Truist Financial
342
Truist Financial
North Carolina
$892K +$124K +3,614 +16%
DC
343
Destiny Capital
Colorado
$884K -$253K -7,370 -22%
BTWM
344
Baker Tilly Wealth Management
Wisconsin
$869K -$580K -16,855 -40%
LIM
345
Leavell Investment Management
Alabama
$861K +$19.3K +560 +2%
NC
346
NovaPoint Capital
Georgia
$835K -$61.7K -1,795 -7%
NWM
347
Northwest Wealth Management
Iowa
$817K +$3.4K +99 +0.4%
MWAM
348
Manhattan West Asset Management
California
$814K -$13.8K -402 -2%
EP
349
Eudaimonia Partners
Tennessee
$813K +$469K +13,648 +134%
HWA
350
Hilltop Wealth Advisors
North Carolina
$811K +$94.1K +2,737 +13%

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.