We are live on ! Find out more
SPEM icon

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
VIP
476
Vantage Investment Partners
Missouri
$289K +$16.5K +480 +6%
BWP
477
Balboa Wealth Partners
Arizona
$288K +$1.38K +40 +0.5%
SSW
478
Stone Summit Wealth
Florida
$287K -$7.39K -215 -2%
FCM
479
Firestone Capital Management
Florida
$286K
FTS
480
Fifth Third Securities
Ohio
$286K +$288K +8,367 New
TFG
481
Tilson Financial Group
New Jersey
$282K -$20.5K -596 -7%
US Bancorp
482
US Bancorp
Minnesota
$282K +$53K +1,542 +23%
RAM
483
Redmond Asset Management
Virginia
$277K +$47.8K +1,391 +21%
BBHC
484
Brown Brothers Harriman & Co
New York
$276K
VT
485
Vise Technologies
New York
$274K +$6.81K +198 +3%
CWP
486
Cyndeo Wealth Partners
Florida
$273K
CWM
487
Connecticut Wealth Management
Connecticut
$272K +$274K +7,974 New
CFA
488
Compass Financial Advisors
Indiana
$271K +$21.6K +627 +9%
Empower Advisory Group
489
Empower Advisory Group
Colorado
$271K +$271K +7,893 New
NWM
490
NEIRG Wealth Management
Massachusetts
$266K
Mercer Global Advisors
491
Mercer Global Advisors
Colorado
$265K -$862K -25,071 -76%
LNC
492
Lincoln National Corp
Pennsylvania
$264K +$45.3K +1,316 +20%
FWM
493
Focused Wealth Management
New York
$253K -$18.8K -547 -7%
ERIC
494
Eagle Rock Investment Company
Georgia
$250K
WFS
495
Weitzel Financial Services
Iowa
$249K -$2.11M -61,281 -89%
WP
496
WealthPLAN Partners
Nebraska
$247K
MWM
497
Meridian Wealth Management
Kentucky
$246K -$17K -494 -6%
ECM
498
Evergreen Capital Management
Washington
$245K
WTC
499
WhitTier Trust Company
Nevada
$242K
SL
500
Salomon & Ludwin
Virginia
$238K +$4.78K +139 +2%

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.