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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
ARC
201
Advisor Resource Council
Texas
$2.85M +$2.85M +82,768 New
WAS
202
Winch Advisory Services
Wisconsin
$2.83M +$350K +10,164 +14%
B
203
Bridgeworth
Alabama
$2.81M +$339K +9,854 +14%
GIA
204
Gladstone Institutional Advisory
Florida
$2.8M +$32.6K +949 +1%
CA
205
Cetera Advisors
Colorado
$2.78M +$826K +24,023 +42%
SFS
206
Security Financial Services
Indiana
$2.77M +$2.79M +81,216 New
CWM
207
Cornerstone Wealth Management
Missouri
$2.73M +$2.75M +79,954 New
BL
208
Balentine LLC
Georgia
$2.72M -$2.01M -58,490 -42%
MA
209
Mutual Advisors
Nebraska
$2.54M +$1.14M +33,235 +80%
CWM
210
Collaborative Wealth Management
Florida
$2.53M +$726K +21,122 +40%
FHA
211
Flagship Harbor Advisors
Massachusetts
$2.53M +$1.01M +29,491 +66%
TFA
212
TPG Financial Advisors
Oregon
$2.51M +$90.2K +2,622 +4%
MHS
213
M Holdings Securities
Oregon
$2.49M -$397K -11,543 -14%
CCA
214
Clearwater Capital Advisors
Illinois
$2.47M -$171K -4,976 -6%
DI
215
Diligent Investors
California
$2.46M -$4.47K -130 -0.2%
SCA
216
Snowden Capital Advisors
New York
$2.46M +$714K +20,762 +40%
C
217
CEDRUS
Colorado
$2.42M +$47.7K +1,388 +2%
FWI
218
Facet Wealth Inc
Maryland
$2.42M +$35.5K +1,031 +1%
OAM
219
Occidental Asset Management
California
$2.4M +$87K +2,530 +4%
ML
220
McAdam LLC
Pennsylvania
$2.4M +$351K +10,217 +17%
LFG
221
Larson Financial Group
Missouri
$2.39M -$68.5K -1,992 -3%
KFI
222
Key Financial Inc
Pennsylvania
$2.38M +$191K +5,544 +9%
DI
223
DFPG Investments
Utah
$2.36M -$117K -3,405 -5%
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$2.34M -$191K -5,559 -7%
AWA
225
ARQ Wealth Advisors
Arizona
$2.34M +$159K +4,620 +7%

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.