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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
HIM
351
Hanlon Investment Management
New Jersey
$807K
OWA
352
Outlook Wealth Advisors
Texas
$799K +$805K +23,401 New
CSB
353
City State Bank
Iowa
$791K
PWM
354
Penobscot Wealth Management
Maine
$767K -$68.6K -1,996 -8%
FFA
355
Fragasso Financial Advisors
Pennsylvania
$763K -$25.4K -740 -3%
BFM
356
Broadview Financial Management
Wisconsin
$740K -$20.4K -593 -3%
BBWP
357
Beacon Bridge Wealth Partners
Pennsylvania
$734K +$204K +5,930 +38%
AR
358
Apeiron RIA
Texas
$727K -$5.74K -167 -0.8%
FPCP
359
Fort Point Capital Partners
California
$714K
GSC
360
G&S Capital
Colorado
$703K +$38.1K +1,108 +6%
AO
361
Advisor OS
Illinois
$701K +$706K +20,526 New
OC
362
Oppenheimer & Co
New York
$698K +$20.6K +600 +3%
AA
363
Aire Advisors
California
$697K -$1.74M -50,515 -71%
CAS
364
Coppell Advisory Solutions
Texas
$683K +$551K +16,030 +408%
CASC
365
Coppell Advisory Solutions Corp
Texas
$683K +$551K +16,030 +408%
RCAG
366
Rehmann Capital Advisory Group
Michigan
$681K -$53.4K -1,554 -7%
RFN
367
Redwood Financial Network
Ohio
$670K -$26.4K -767 -4%
YIA
368
YHB Investment Advisors
Connecticut
$669K +$20K +582 +3%
FPIS
369
Financial Planning & Information Services
Wisconsin
$668K -$208K -6,036 -24%
PCA
370
Prosperity Capital Advisors
Ohio
$667K +$18.8K +547 +3%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$664K +$13.3K +387 +2%
ULWM
372
Upper Left Wealth Management
Florida
$663K -$71.2K -2,071 -10%
EI
373
Ellevest Inc
New York
$662K
HA
374
Hofer & Associates
California
$661K -$6.4K -186 -0.9%
SWA
375
SOA Wealth Advisors
New York
$661K +$103K +2,997 +18%

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.