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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
VA
51
Valmark Advisers
Ohio
$18.6M -$200K -5,806 -1%
CAN
52
Cetera Advisor Networks
California
$17.7M +$5.59M +162,637 +46%
SEIA
53
Signature Estate & Investment Advisors
California
$16.9M +$2.05M +59,690 +14%
FSG
54
Financial Strategies Group
Michigan
$16.3M +$359K +10,433 +2%
WFPG
55
Waller Financial Planning Group
Ohio
$15.9M +$56.5K +1,642 +0.4%
MAS
56
Meeder Advisory Services
Ohio
$15.8M +$1.37M +39,754 +9%
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$15.4M +$556K +16,170 +4%
WWA
58
WCG Wealth Advisors
Nevada
$15.2M +$999K +29,056 +7%
KAM
59
Knightsbridge Asset Management
California
$14.6M +$4.75M +138,173 +47%
FAAM
60
First Ascent Asset Management
Colorado
$14.3M -$1.01M -29,257 -7%
BCM
61
Brookstone Capital Management
Illinois
$14.2M -$1.62M -47,060 -10%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$13.5M +$2.21M +64,367 +19%
CA
63
CGN Advisors
Kansas
$13.5M +$885K +25,744 +7%
JMFC
64
J.M. Forbes & Co
Massachusetts
$13.4M +$276K +8,018 +2%
RA
65
Rodgers & Associates
Pennsylvania
$13.4M -$466K -13,560 -3%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$13.3M +$370K +10,761 +3%
JFA
67
JNBA Financial Advisors
Minnesota
$13M +$1.27M +36,943 +11%
EFL
68
ERn Financial LLC
Wisconsin
$12.8M +$109K +3,165 +0.8%
CWM
69
Capital Wealth Management
Rhode Island
$12.8M +$3.25M +94,484 +34%
NA
70
NewEdge Advisors
Louisiana
$12.6M +$8.97M +260,829 +242%
MCC
71
Money Concepts Capital
Florida
$12.4M +$11.6M +338,142 +885%
MPW
72
MA Private Wealth
California
$12.2M +$3.37M +98,003 +38%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$12.2M +$2.07M +60,130 +20%
VWM
74
Venturi Wealth Management
Texas
$11.4M +$2.69M +78,335 +31%
BWM
75
BerganKDV Wealth Management
Minnesota
$11.1M +$820K +23,850 +8%

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.