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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
FPAS
626
Focus Partners Advisor Solutions
Missouri
-$1.3M -39,590 Closed
AWE
627
Avidian Wealth Enterprises
Texas
-$890K -26,990 Closed
SG
628
StoneX Group
New York
-$736K -22,338 Closed
Charles Schwab
629
Charles Schwab
California
-$665K -20,181 Closed
HHRDM
630
H&H Retirement Design & Management
Nevada
-$512K -14,394 Closed
FWA
631
FSM Wealth Advisors
Ohio
-$400K -12,130 Closed
TSA
632
Tri-Star Advisors
Texas
-$363K -10,264 Closed
HWA
633
Heartwood Wealth Advisors
Virginia
-$311K -9,424 Closed
MPW
634
MGO Private Wealth
California
-$283K -8,575 Closed
WIM
635
WealthPlan Investment Management
Nebraska
-$253K -7,227 Closed
BP
636
BCK Partners
New York
-$238K -7,217 Closed
AFA
637
Alpha Financial Advisors
North Carolina
-$222K -6,745 Closed
SW
638
SVB Wealth
Massachusetts
-$211K -6,387 Closed
AMM
639
American Money Management
California
-$208K -6,321 Closed
AWM
640
Aspire Wealth Management
Massachusetts
-$207K -6,282 Closed
CWM
641
Catalyst Wealth Management
Georgia
-$201K -6,091 Closed
RIA
642
Realta Investment Advisors
Delaware
-$173K -5,239 Closed
FA
643
Faithward Advisors
Pennsylvania
-$172K -5,206 Closed
DWP
644
Destiny Wealth Partners
Florida
-$122K -3,704 Closed
BC
645
Bartlett & Co
Ohio
-$95K -2,895 Closed
BCWM
646
Bartlett & Co Wealth Management
Ohio
-$95.4K -2,895 Closed
WOSD
647
WFA of San Diego
California
-$80K -2,428 Closed
GIA
648
Goodwin Investment Advisory
Georgia
-$78.9K -2,395 Closed
AWM
649
Accurate Wealth Management
Florida
-$74.1K -2,122 Closed
T2I
650
Turim 21 Investimentos
Brazil
-$54.6K -1,657 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.