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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
GLA
26
Great Lakes Advisors
Illinois
$29.6M -$7.38M -214,519 -20%
ACM
27
AlphaStar Capital Management
North Carolina
$27.8M +$18.2M +529,880 +181%
TC
28
Trilogy Capital
California
$27.4M -$15.3M -444,687 -36%
WP
29
WealthSource Partners
California
$27.2M +$26.9M +781,010 +5,277%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$26.8M -$1.11M -32,254 -4%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$26.4M +$16.1M +468,076 +153%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$26.2M +$3.71M +107,799 +16%
GSIS
33
Global Strategic Investment Solutions
Arizona
$25.5M -$14.3M -415,622 -36%
MML Investors Services
34
MML Investors Services
Massachusetts
$25.1M +$1.43M +41,519 +6%
HighTower Advisors
35
HighTower Advisors
Illinois
$24.8M +$466K +13,545 +2%
Betterment LLC
36
Betterment LLC
New York
$24.6M -$82.1K -2,388 -0.3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$23.1M +$6.66M +193,604 +40%
UCFA
38
United Capital Financial Advisors
Texas
$22.9M +$271K +7,884 +1%
LIA
39
Luken Investment Analytics
Tennessee
$22.8M +$12.4M +361,693 +118%
MWM
40
Moran Wealth Management
Florida
$22.7M +$4.38M +127,453 +24%
ACA
41
Aptus Capital Advisors
Alabama
$22.3M -$4.46M -129,606 -17%
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$22.2M +$86.8K +2,523 +0.4%
JP Morgan Chase
43
JP Morgan Chase
New York
$21.3M +$13M +377,952 +153%
IC
44
Iconiq Capital
California
$21.2M -$11.7K -340 -0.1%
CIC
45
Cutler Investment Counsel
Oregon
$20.8M -$1.03M -30,033 -5%
BPA
46
Beacon Pointe Advisors
California
$20.7M +$3.08M +89,625 +17%
BP
47
Ballentine Partners
Massachusetts
$19.3M +$409K +11,890 +2%
SWM
48
SigFig Wealth Management
California
$19.3M -$600K -17,452 -3%
KW
49
KWB Wealth
California
$18.9M +$194K +5,636 +1%
Jane Street
50
Jane Street
New York
$18.7M +$776K +22,556 +4%

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.