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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
HS
551
Horan Securities
United States
$69.3K
BAAM
552
Baker Avenue Asset Management
California
$68.3K
AA
553
Ancora Advisors
Ohio
$48.6K +$35.3K +1,026 +258%
PMFA
554
Plante Moran Financial Advisors
Michigan
$48.5K
HGERS
555
Householder Group Estate & Retirement Specialist
Arizona
$46K +$46.8K +1,361 New
GI
556
Gradient Investments
Minnesota
$38.2K -$42.5K -1,235 -52%
ONST
557
Old North State Trust
North Carolina
$37K
BNP Paribas Financial Markets
558
BNP Paribas Financial Markets
France
$35.9K +$36.2K +1,052 New
Fifth Third Bancorp
559
Fifth Third Bancorp
Ohio
$30.4K
S
560
SignatureFD
Georgia
$28.6K
AIM
561
Anchor Investment Management
South Carolina
$27.3K
TFP
562
Tilia Fiduciary Partners
North Carolina
$24.5K -$1.41K -41 -5%
PFM
563
Phillips Financial Management
Indiana
$23.6K
LC
564
Lindbrook Capital
California
$22.9K +$21.2K +616 +1,100%
FFA
565
Farther Finance Advisors
California
$22.3K +$22.5K +654 New
AWM
566
Abound Wealth Management
Tennessee
$22.1K
BA
567
Bellwether Advisors
Nebraska
$21.6K -$8.36K -243 -28%
CSWM
568
Cassady Schiller Wealth Management
Ohio
$20.3K +$10.6K +309 +108%
PP
569
PrairieView Partners
Minnesota
$19K
CT
570
Colonial Trust
South Carolina
$18.5K
IRC
571
Investors Research Corp
Georgia
$18.3K
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$17.9K +$18.1K +525 New
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1K -$69 -2 -0.4%
Commonwealth Equity Services
574
Commonwealth Equity Services
Massachusetts
$16.2K +$1.53M +44,360 +10%
CTC
575
Central Trust Company
Missouri
$16K +$16.1K +468 New

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.