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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
GRP
126
Global Retirement Partners
California
$5.15M +$2.71M +78,781 +106%
SCP
127
Syntal Capital Partners
Texas
$5.11M -$258K -7,502 -5%
VCM
128
Vision Capital Management
Oregon
$5.05M -$1.18M -34,345 -19%
CGFA
129
Colton Groome Financial Advisors
North Carolina
$5.02M +$2.31M +67,051 +84%
SQA
130
Simon Quick Advisors
New Jersey
$4.99M +$30.1K +875 +0.6%
DK
131
David Kennon
Florida
$4.98M -$1.11M -32,225 -18%
CFD
132
Creative Financial Designs
Indiana
$4.94M -$902K -26,214 -15%
OL
133
Optas LLC
Texas
$4.92M +$4.74M +137,776 +2,191%
IIC
134
Integrated Investment Consultants
Michigan
$4.88M +$448K +13,020 +10%
RIA
135
Regal Investment Advisors
Michigan
$4.85M -$382K -11,120 -7%
PIA
136
Perennial Investment Advisors
California
$4.8M +$4.84M +140,750 New
AWS
137
Atria Wealth Solutions
New York
$4.78M +$1.21M +35,095 +33%
GC
138
Grimes & Company
Massachusetts
$4.77M -$4.68K -136 -0.1%
FI
139
Financial Insights
Washington
$4.67M +$1.63M +47,431 +53%
RWA
140
Rooted Wealth Advisors
Illinois
$4.65M +$24K +699 +0.5%
QA
141
Quantitative Advantage
Minnesota
$4.64M +$234K +6,798 +5%
RA
142
Riversedge Advisors
Delaware
$4.61M +$52.9K +1,539 +1%
ACM
143
Advance Capital Management
Michigan
$4.6M +$134K +3,887 +3%
WCM
144
Windsor Capital Management
Arizona
$4.58M +$186K +5,409 +4%
IWC
145
Integrated Wealth Concepts
Massachusetts
$4.56M +$1.57M +45,543 +52%
APC
146
Aspire Private Capital
North Carolina
$4.53M +$310K +9,022 +7%
IWM
147
IHT Wealth Management
Illinois
$4.5M +$337K +9,799 +8%
AWA
148
Aquire Wealth Advisors
Utah
$4.44M -$83.9K -2,440 -2%
CIAS
149
CFS Investment Advisory Services
New Jersey
$4.43M +$3.51M +102,101 +369%
PFA
150
Pure Financial Advisors
California
$4.38M +$360K +10,470 +9%

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.