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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
IWMA
176
Ironwood Wealth Management (Arizona)
Arizona
$3.8M -$361K -10,492 -9%
ADL
177
Asset Dedication LLC
California
$3.68M -$54.2K -1,576 -1%
BIP
178
Blueprint Investment Partners
North Carolina
$3.63M +$462K +13,424 +14%
PG
179
Proffitt & Goodson
Tennessee
$3.56M +$25.3K +735 +0.7%
MAWA
180
Moss Adams Wealth Advisors
Washington
$3.46M -$1.06M -30,874 -23%
FFS
181
Founders Financial Securities
Maryland
$3.46M +$1.99M +57,991 +134%
PMG
182
ProVise Management Group
Florida
$3.43M +$222K +6,464 +7%
AL
183
ADE LLC
Maryland
$3.39M -$15.8K -458 -0.5%
CA
184
Continuum Advisory
Idaho
$3.39M -$99K -2,880 -3%
BCM
185
Boltwood Capital Management
California
$3.39M -$11.9K -345 -0.3%
AWMG
186
Alliance Wealth Management Group
New Jersey
$3.3M +$354K +10,297 +12%
GM
187
GeoWealth Management
Illinois
$3.24M +$246K +7,140 +8%
SWP
188
Stratos Wealth Partners
Ohio
$3.23M -$351K -10,206 -10%
MA
189
MBA Advisors
Pennsylvania
$3.23M +$339K +9,854 +12%
MWM
190
Mascoma Wealth Management
New Hampshire
$3.21M +$587K +17,080 +22%
MWM
191
Merriman Wealth Management
Washington
$3.1M -$2.44M -71,026 -44%
UWM
192
USAdvisors Wealth Management
Minnesota
$3.1M -$280K -8,156 -8%
PWPS
193
Pinnacle Wealth Planning Services
Ohio
$3.09M +$42.6K +1,238 +1%
MCWS
194
McKinley Carter Wealth Services
West Virginia
$3.07M -$1.29M -37,407 -29%
CS
195
Comerica Securities
Michigan
$3.06M -$104K -3,023 -3%
PFG
196
PAX Financial Group
Texas
$3.05M -$15.6K -455 -0.5%
VIM
197
Vista Investment Management
Pennsylvania
$3.01M +$191K +5,560 +7%
TFA
198
Tranquilli Financial Advisor
New Jersey
$2.96M +$1.64M +47,604 +122%
AWM
199
AE Wealth Management
Kansas
$2.95M +$409K +11,900 +16%
HFS
200
Horizon Financial Services
North Carolina
$2.94M -$119K -3,469 -4%

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.