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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
FEG
151
Financial Enhancement Group
Indiana
$4.36M +$299K +8,703 +7%
GWM
152
Geneos Wealth Management
Colorado
$4.31M +$700K +20,340 +19%
RA
153
RFG Advisory
Alabama
$4.3M +$825K +23,977 +24%
SFM
154
Signet Financial Management
New Jersey
$4.25M +$335K +9,734 +8%
DL
155
DOHJ LLC
Washington
$4.17M +$1.11M +32,390 +36%
BW
156
BIP Wealth
Georgia
$4.16M +$4.19M +121,776 New
CCFCSB
157
Cape Cod Five Cents Savings Bank
Massachusetts
$4.15M -$165K -4,784 -4%
LA
158
LexAurum Advisors
Kansas
$4.15M +$124K +3,613 +3%
AFAS
159
Acorn Financial Advisory Services
Virginia
$4.14M +$286K +8,316 +7%
MFA
160
Millington Financial Advisors
Illinois
$4.14M +$64.4K +1,873 +2%
CAL
161
Capital Analysts LLC
Pennsylvania
$4.14M -$30M -873,566 -88%
EWA
162
Exencial Wealth Advisors
Oklahoma
$4.1M -$73.1K -2,127 -2%
Corient Private Wealth
163
Corient Private Wealth
Florida
$4.09M +$921K +26,781 +29%
WWM
164
Western Wealth Management
Colorado
$4.08M +$3.01M +87,570 +274%
HF
165
HRT Financial
New York
$4.06M +$4.09M +118,964 New
LFPWM
166
Leicht Financial Planning & Wealth Management
New Jersey
$4.01M +$237K +6,880 +6%
SPP
167
Single Point Partners
Massachusetts
$4M -$357K -10,374 -8%
HAC
168
Harbor Advisory Corp
New Hampshire
$3.96M -$305K -8,879 -7%
MWM
169
McNaughton Wealth Management
California
$3.95M +$87.4K +2,541 +2%
GLA
170
Good Life Advisors
Pennsylvania
$3.91M +$848K +24,669 +27%
SC
171
Savant Capital
Illinois
$3.89M -$1.3M -37,903 -25%
GPWA
172
Great Point Wealth Advisors
Massachusetts
$3.88M -$5.92K -172 -0.2%
VBFP
173
Valtinson Bruner Financial Planning
Minnesota
$3.85M +$367K +10,661 +10%
JFG
174
JDM Financial Group
Texas
$3.83M -$54.6K -1,588 -1%
GVAG
175
Great Valley Advisor Group
Delaware
$3.81M +$475K +13,812 +14%

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.