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
BRWA
501
B. Riley Wealth Advisors
Florida
$238K +$239K +6,959 New
Lido Advisors
502
Lido Advisors
California
$237K +$4.13K +120 +2%
FT
503
Fiduciary Trust
Massachusetts
$237K
CCM
504
Canal Capital Management
Virginia
$237K -$1.08M -31,387 -82%
GL
505
Graypoint LLC
New York
$234K -$566K -16,470 -71%
SPA
506
Sentinel Pension Advisors
Massachusetts
$233K
WT
507
Whittier Trust
California
$231K
AC
508
AWM Capital
Arizona
$231K
GAB
509
German American Bancorp
Indiana
$229K
ZIM
510
Zacks Investment Management
Illinois
$228K +$5.43K +158 +2%
ASN
511
Advisory Services Network
Georgia
$226K -$79.4K -2,309 -26%
FFN
512
Focus Financial Network
Minnesota
$222K -$4.23K -123 -2%
PFA
513
Pinnacle Family Advisors
Missouri
$219K -$275 -8 -0.1%
LWMNY
514
Landmark Wealth Management (New York)
New York
$219K +$220K +6,411 New
CA
515
Claro Advisors
Massachusetts
$217K -$117K -3,396 -35%
IFPL
516
Investments & Financial Planning LLC
Kentucky
$216K -$12.3K -357 -5%
CAM
517
Cresset Asset Management
Illinois
$214K +$216K +6,283 New
RB
518
Renasant Bank
Mississippi
$213K +$215K +6,248 New
ASW
519
Astoria Strategic Wealth
Texas
$211K
NHFG
520
New Harbor Financial Group
Massachusetts
$210K -$7.46K -217 -3%
NFP
521
Narus Financial Partners
Utah
$207K +$209K +6,072 New
NA
522
Nottingham Advisors
New York
$204K +$205K +5,967 New
HVIA
523
Hudson Valley Investment Advisors
New York
$202K -$37K -1,076 -15%
Renaissance Technologies
524
Renaissance Technologies
New York
$201K -$2.52M -73,200 -93%
BAM
525
Belpointe Asset Management
Nevada
$200K +$73.5K +2,136 +57%

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.