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State Street SPDR Portfolio Europe ETF

86 hedge funds and large institutions have $220M invested in State Street SPDR Portfolio Europe ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 8 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 8

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

7.31% more ownership

Funds ownership: 48.81%56.13% (+7.3%)

6% more funds holding

Funds holding: 8186 (+5)

36% less capital invested

Capital invested by funds: $346M → $220M (-$126M)

64% less call options, than puts

Call options by funds: $102M | Put options by funds: $284M

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
44
Reduced
8
Closed
15
Calls
$102M
Puts
$284M
Net Calls
-$182M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Ascent Group
Virginia
$1.46M +$89K +2,385 +7%
RCM
27
Raleigh Capital Management
North Carolina
$1.43M +$513K +13,756 +58%
RJA
28
Raymond James & Associates
Florida
$1.32M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.26M -$2.7M -72,404 -69%
CW
30
CreativeOne Wealth
Kansas
$1.1M +$231K +6,182 +27%
ACP
31
Aveo Capital Partners
Colorado
$1.08M +$158K +4,220 +17%
FTUS
32
Flow Traders U.S.
New York
$1.07M +$1.05M +28,221 New
ACG
33
Allen Capital Group
Nebraska
$1.03M +$1.01M +27,172 New
UBS Group
34
UBS Group
Switzerland
$917K +$169K +4,530 +23%
KFS
35
Kelly Financial Services
Massachusetts
$836K +$296K +7,941 +57%
T
36
TRUADVICE
Florida
$720K +$92.9K +2,488 +16%
OWA
37
Outlook Wealth Advisors
Texas
$690K +$677K +18,134 New
SS
38
Simplicity Solutions
Minnesota
$675K +$663K +17,751 New
CAG
39
Csenge Advisory Group
Florida
$649K +$135K +3,615 +27%
CCG
40
Coastwise Capital Group
California
$633K -$10.9K -292 -2%
APW
41
Austin Private Wealth
Texas
$614K +$265K +7,091 +78%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$470K +$183K +4,891 +66%
SIA
43
Strategic Investment Advisors
Michigan
$449K +$99.1K +2,655 +29%
KAS
44
Kestra Advisory Services
Texas
$438K +$35.3K +947 +9%
Belvedere Trading
45
Belvedere Trading
Illinois
$408K +$400K +10,719 New
BFA
46
BBJS Financial Advisors
Washington
$398K -$69.3K -1,856 -15%
BWP
47
Balboa Wealth Partners
Arizona
$396K +$103K +2,754 +36%
RWPA
48
Richard W. Paul & Associates
Michigan
$357K +$100K +2,681 +40%
IWM
49
IHT Wealth Management
Illinois
$344K +$338K +9,047 New
CAN
50
Cetera Advisor Networks
California
$344K +$41.8K +1,121 +14%

SPEU Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Europe ETF (SPEU) for Q1 2023, worth a combined $220M — down 36% from $346M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPEU positions and 15 closed out — a net gain of 8 holders — while 44 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.87M. The largest seller was Royal Bank of Canada, cutting an estimated $2.7M.

  • 86 institutional investors held State Street SPDR Portfolio Europe ETF (SPEU) as of Q1 2023, up from 81 in Q4 2022.
  • Funds reported $220M of State Street SPDR Portfolio Europe ETF stock for Q1 2023, down 36% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Europe ETF positions in Q1 2023 and 15 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Europe ETF buyer in Q1 2023 was LPL Financial, an estimated $8.87M added.
  • The largest State Street SPDR Portfolio Europe ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2023.