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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
FGAM
601
Financial Gravity Asset Management
Texas
$3.67K +$2.34M +68,127 +173%
PB
602
Pinnacle Bancorp
Nebraska
$3.55K
BF
603
BOK Financial
Oklahoma
$3.41K -$832K -24,182 -100%
Bank of Montreal
604
Bank of Montreal
Ontario, Canada
$3.29K
C
605
Covestor
United Kingdom
$3K +$69 +2 +2%
CIA
606
Cape Investment Advisory
Georgia
$1.74K +$1.75K +51 New
MCA
607
Maryland Capital Advisors
Maryland
$1.64K +$1.65K +48 New
2L
608
25 LLC
Missouri
$1.37K +$1.38K +40 New
EK
609
Evensky & Katz
Florida
$1K -$722 -21 -33%
HFS
610
Hantz Financial Services
Michigan
$1K -$69 -2 -6%
MRCM
611
M&R Capital Management
New Jersey
$853 +$860 +25 New
WPWM
612
Western Pacific Wealth Management
Illinois
$716 +$722 +21 New
BlackRock
613
BlackRock
New York
$444 -$38.4K -1,118 -99%
TWP
614
TFO Wealth Partners
Ohio
$375 -$618K -17,968 -100%
AWM
615
AllSquare Wealth Management
New York
$102
TAM
616
Tucker Asset Management
Colorado
$102 +$103 +3 New
FCAG
617
First Capital Advisors Group
New Jersey
$30
LF
618
Lee Financial
Texas
$19 -$6.09K -177 -99%
RWM
619
Ruedi Wealth Management
Illinois
$9 -$34 -1 Closed
3AM
620
3EDGE Asset Management
Florida
-$56.6M -1,715,864 Closed
KOC
621
Koss-Olinger Consulting
Florida
-$23.4M -710,806 Closed
FFG
622
Ford Financial Group
California
-$2.72M -82,473 Closed
PPP
623
Private Portfolio Partners
New Jersey
-$1.65M -50,106 Closed
SYBT
624
Stock Yards Bank & Trust
Kentucky
-$1.61M -49,004 Closed
EWMCB
625
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$1.43M -43,286 Closed

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.