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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
CSPIA
526
Cary Street Partners Investment Advisory
Virginia
$200K -$25.4K -740 -11%
IGWM
527
ICA Group Wealth Management
Colorado
$192K +$105K +3,062 +119%
CIAS
528
Capital Investment Advisory Services
North Carolina
$192K -$158K -4,585 -45%
LWANC
529
Laurel Wealth Advisors (North Carolina)
North Carolina
$191K +$8.49K +247 +5%
MWC
530
MBM Wealth Consultants
Missouri
$182K
AF
531
Advisornet Financial
Minnesota
$162K +$61.9K +1,800 +61%
TIM
532
Thompson Investment Management
Wisconsin
$161K +$163K +4,726 New
MFA
533
McClarren Financial Advisors
Pennsylvania
$160K -$344 -10 -0.2%
CA
534
Clearstead Advisors
Ohio
$138K
SMA
535
Sage Mountain Advisors
Georgia
$133K
SWM
536
Spire Wealth Management
Virginia
$117K +$6.05K +176 +5%
OFG
537
Oxford Financial Group
Indiana
$114K
HNB
538
Huntington National Bank
Ohio
$111K -$37.8K -1,100 -25%
CMBA
539
C.M. Bidwell & Associates
Hawaii
$105K
BA
540
Ballast Advisors
Minnesota
$103K +$41.2K +1,198 +65%
HIIFS
541
Harel Insurance Investments & Financial Services
Israel
$103K +$34.4K +1,000 +50%
AAS
542
Ameritas Advisory Services
Nebraska
$99.2K +$100K +2,920 New
RBC
543
Roble Belko & Company
Pennsylvania
$96K
CP
544
Castleview Partners
Texas
$85.2K +$481 +14 +0.6%
AWM
545
Avior Wealth Management
Nebraska
$83.2K
TRCT
546
Tower Research Capital (TRC)
New York
$82K +$82.3K +2,393 +239,300%
CWP
547
Concord Wealth Partners
Virginia
$81.4K -$51.4K -1,494 -39%
SIC
548
Salem Investment Counselors
North Carolina
$75.3K
BWL
549
Bogart Wealth LLC
Virginia
$75.1K +$68.5K +1,992 +958%
VNA
550
Valley National Advisers
Pennsylvania
$75K -$4.54K -132 -6%

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.