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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
PAS
76
Park Avenue Securities
New York
$11.1M +$1.48M +43,008 +15%
SCM
77
Sterneck Capital Management
Missouri
$10.3M +$34.3K +998 +0.3%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$9.93M +$5.73M +166,674 +134%
ACG
79
Allen Capital Group
Nebraska
$9.67M +$9.75M +283,444 New
ACA
80
Atlas Capital Advisors
Wyoming
$9.59M +$24.9K +723 +0.3%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$9.54M +$9.11M +264,982 +1,829%
HPC
82
Hobart Private Capital
North Carolina
$8.93M +$9M +261,564 New
GWP
83
Gateway Wealth Partners
Wisconsin
$8.6M -$512K -14,896 -6%
HGWM
84
Harvest Group Wealth Management
Massachusetts
$8.38M +$593K +17,257 +8%
WCFA
85
Walkner Condon Financial Advisors
Wisconsin
$8.29M +$536K +15,594 +7%
CAAS
86
Capital Asset Advisory Services
Michigan
$8.21M +$880K +25,600 +12%
EH
87
Equitable Holdings
New York
$8.18M +$6.05M +175,916 +276%
BFA
88
Brown Financial Advisory
Alabama
$8.16M -$192K -5,596 -2%
APWA
89
Atlas Private Wealth Advisors
New Jersey
$8.12M +$1.6M +46,586 +24%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$8.02M +$1.48M +42,903 +22%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$7.87M -$1.22M -35,351 -13%
JCM
92
Jacobi Capital Management
Pennsylvania
$7.76M +$7.82M +227,365 New
T
93
TrueFG
Texas
$7.68M +$21.3K +618 +0.3%
BS
94
Banco Santander
Spain
$7.5M -$7.76M -225,572 -51%
MMA
95
Miracle Mile Advisors
California
$7.2M +$117K +3,408 +2%
MAM
96
Marquette Asset Management
Minnesota
$7.01M +$379K +11,023 +6%
TIM
97
Tortoise Investment Management
New York
$6.87M +$467K +13,567 +7%
MGIA
98
Moneta Group Investment Advisors
Missouri
$6.72M +$286K +8,302 +4%
OWM
99
Opes Wealth Management
California
$6.7M +$580K +16,856 +9%
RJA
100
Raymond James & Associates
Florida
$6.68M +$762K +22,156 +13%

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.