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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
OIA
101
OneDigital Investment Advisors
Kansas
$6.62M +$305K +8,878 +5%
RIM
102
Redwood Investment Management
Arizona
$6.58M -$5.52M -160,442 -45%
HP
103
Hilltop Partners
Indiana
$6.54M +$5.52M +160,369 +513%
LSAG
104
Lake Street Advisors Group
New Hampshire
$6.39M -$161K -4,687 -2%
WAAG
105
Wealth Alliance Advisory Group
Kansas
$6.25M +$18.5K +539 +0.3%
RI
106
Rinkey Investments
California
$6.25M +$359K +10,436 +6%
MFG
107
Merit Financial Group
Georgia
$6.22M -$55K -1,598 -0.9%
IA
108
IFP Advisors
Florida
$6.15M -$2.99M -86,883 -35%
SAM
109
Securian Asset Management
Minnesota
$6.13M +$566K +16,450 +10%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$6.09M +$794K +23,093 +15%
OAP
111
One Advisory Partners
Kansas
$6.03M +$6.07M +176,627 New
OBWG
112
Onyx Bridge Wealth Group
New York
$5.95M +$5.54M +160,966 +1,194%
FA
113
Fiduciary Alliance
South Carolina
$5.87M +$58.2K +1,693 +1%
TCM
114
Towercrest Capital Management
Pennsylvania
$5.82M +$193K +5,619 +3%
M&T Bank
115
M&T Bank
New York
$5.71M -$2.12M -61,737 -27%
TF
116
TimeScale Financial
Massachusetts
$5.61M +$5.6M +162,848 +11,574%
OPS
117
Orion Portfolio Solutions
Nebraska
$5.53M +$457K +13,299 +9%
BCI
118
Brinker Capital Investments
Pennsylvania
$5.53M +$5.12M +148,965 +1,136%
SWM
119
Sugarloaf Wealth Management
Georgia
$5.4M +$638K +18,565 +13%
EDRIA
120
Edmonds Duncan Registered Investment Advisors
Kansas
$5.38M -$107K -3,117 -2%
RWI
121
Red Wave Investments
Pennsylvania
$5.37M -$144K -4,185 -3%
WI
122
WrapManager Inc
California
$5.36M +$269K +7,825 +5%
BMD
123
Better Money Decisions
New Mexico
$5.31M +$133K +3,880 +3%
SFG
124
StrategIQ Financial Group
Indiana
$5.3M +$186K +5,409 +4%
CL
125
Choreo LLC
Illinois
$5.22M +$5.26M +153,039 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.