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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
SWA
401
Stratos Wealth Advisors
Ohio
$517K -$12.3K -357 -2%
GFWA
402
Grey Fox Wealth Advisors
Delaware
$514K -$287K -8,337 -36%
DA
403
Detalus Advisors
Missouri
$508K -$337K -9,805 -40%
AAS
404
Avantax Advisory Services
Texas
$508K +$114K +3,304 +29%
SIA
405
Strategic Investment Advisors
Michigan
$507K -$25.1K -730 -5%
RWPA
406
Richard W. Paul & Associates
Michigan
$504K +$21.3K +618 +4%
T
407
TCWP
Ohio
$501K -$26.9K -781 -5%
PFA
408
Professional Financial Advisors
Nebraska
$498K -$57.2K -1,664 -11%
William Blair & Company
409
William Blair & Company
Illinois
$490K +$267K +7,765 +118%
RFA
410
Resurgent Financial Advisors
Georgia
$490K -$22.7K -660 -4%
PNC Financial Services Group
411
PNC Financial Services Group
Pennsylvania
$488K +$293K +8,511 +147%
CIC
412
Carnegie Investment Counsel
Ohio
$481K +$1.69K +49 +0.3%
GHAM
413
Gilman Hill Asset Management
Connecticut
$479K
SCP
414
Stevens Capital Partners
Nebraska
$477K -$120K -3,495 -20%
RW
415
Rede Wealth
Virginia
$476K +$84.7K +2,463 +21%
TWM
416
Trinity Wealth Management
Pennsylvania
$465K +$43K +1,250 +10%
EA
417
Eudaimonia Advisors
Tennessee
$462K +$465K +13,529 New
PIMG
418
Patriot Investment Management Group
Tennessee
$462K
SW
419
SlateStone Wealth
Florida
$452K -$63.8K -1,855 -12%
RPCA
420
Running Point Capital Advisors
California
$450K
SFP
421
Strategic Financial Planning
Texas
$449K -$1.38K -40 -0.3%
API
422
Advisor Partners II
California
$437K +$440K +12,806 New
AUB
423
Atlantic Union Bankshares
Virginia
$429K -$37.8K -1,098 -8%
AAS
424
Annex Advisory Services
Wisconsin
$426K -$122K -3,543 -22%
WP
425
WealthShield Partners
North Carolina
$423K +$188K +5,461 +79%

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.