We are live on ! Find out more
SPEU icon

State Street SPDR Portfolio Europe ETF
SPEU

81 hedge funds and large institutions have $346M invested in State Street SPDR Portfolio Europe ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more capital invested

Capital invested by funds: $75.1M → $346M (+$271M)

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

27% more funds holding

Funds holding: 64 → 81 (+17)

5.64% more ownership

Funds ownership: 43.18% → 48.81% (+5.6%)

46% less call options, than puts

Call options by funds: $79.3M | Put options by funds: $146M

Holders
81
Holders Change
+17
Holders Change %
+26.56%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
28
Reduced
15
Closed
9
Calls
$79.3M
Puts
$146M
Net Calls
-$66.5M
Net Calls Change
+$150M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$13.7M
2
LPL Financial
LPL Financial
California
+$7.19M
3
JCM
Jacobi Capital Management
Pennsylvania
+$7.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.01M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$4.98M
2
Morgan Stanley
Morgan Stanley
New York
-$1.21M
3
ACG
Allen Capital Group
Nebraska
-$785K
4
IWM
IHT Wealth Management
Illinois
-$435K
5
FFW
Fusion Family Wealth
New York
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$778K +$738K +22,417 New
UBS Group
27
UBS Group
Switzerland
$680K -$10K -304 -2%
T
28
TRUADVICE
Florida
$592K +$516K +15,676 New
CCG
29
Coastwise Capital Group
California
$588K +$31.3K +950 +6%
KFS
30
Kelly Financial Services
Massachusetts
$487K +$299K +9,089 +184%
CAG
31
Csenge Advisory Group
Florida
$467K +$443K +13,458 New
BFA
32
BBJS Financial Advisors
Washington
$427K +$406K +12,317 New
KAS
33
Kestra Advisory Services
Texas
$367K -$34.9K -1,059 -9%
SIA
34
Strategic Investment Advisors
Michigan
$318K +$302K +9,159 New
APW
35
Austin Private Wealth
Texas
$314K +$298K +9,043 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$291K +$276K +8,380 New
CAN
37
Cetera Advisor Networks
California
$275K +$261K +7,921 New
BWP
38
Balboa Wealth Partners
Arizona
$265K +$252K +7,651 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$259K +$246K +7,466 New
Deutsche Bank
40
Deutsche Bank
Germany
$240K – – –
RWPA
41
Richard W. Paul & Associates
Michigan
$233K +$221K +6,716 New
ISWM
42
Independent Solutions Wealth Management
New York
$229K +$217K +6,587 New
IAN
43
Integrated Advisors Network
Texas
$224K +$213K +6,457 New
VCM
44
Virtue Capital Management
Tennessee
$216K -$56.8K -1,725 -22%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$205K -$46.1K -1,400 -19%
Citigroup
46
Citigroup
New York
$135K +$128K +3,893 New
RIA
47
Realta Investment Advisors
Delaware
$124K -$6.29K -191 -5%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K – – –
PTC
49
Private Trust Company
Ohio
$87K +$82.6K +2,508 New
CP
50
Castleview Partners
Texas
$77.3K +$40.7K +1,236 +125%
1
2
3 4

SPEU Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Europe ETF (SPEU) for Q4 2022, worth a combined $346M — up 361% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPEU positions and 9 closed out — a net gain of 21 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $13.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.98M sold.

  • 81 institutional investors held State Street SPDR Portfolio Europe ETF (SPEU) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $346M of State Street SPDR Portfolio Europe ETF stock for Q4 2022, up 361% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Europe ETF positions in Q4 2022 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Europe ETF buyer in Q4 2022 was AssetMark Inc, an estimated $13.7M added.
  • The largest State Street SPDR Portfolio Europe ETF seller in Q4 2022 was Flow Traders U.S., an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2022.