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State Street SPDR Portfolio Europe ETF

91 hedge funds and large institutions have $251M invested in State Street SPDR Portfolio Europe ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 11

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

14% more capital invested

Capital invested by funds: $220M → $251M (+$30.6M)

6% more funds holding

Funds holding: 8691 (+5)

1.46% more ownership

Funds ownership: 56.13%57.58% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less call options, than puts

Call options by funds: $72.7M | Put options by funds: $80.6M

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
52
Reduced
11
Closed
13
Calls
$72.7M
Puts
$80.6M
Net Calls
-$7.92M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.41M -$540K -13,913 -27%
RJA
27
Raymond James & Associates
Florida
$1.34M
ACP
28
Aveo Capital Partners
Colorado
$1.27M +$181K +4,670 +16%
CW
29
CreativeOne Wealth
Kansas
$1.11M +$4.62K +119 +0.4%
KFS
30
Kelly Financial Services
Massachusetts
$1.1M +$251K +6,473 +29%
ACG
31
Allen Capital Group
Nebraska
$1.05M -$1.4K -36 -0.1%
CCG
32
Capital CS Group
California
$940K +$947K +24,414 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$937K -$972K -25,067 -51%
UBS Group
34
UBS Group
Switzerland
$935K +$6.01K +155 +0.6%
T
35
TRUADVICE
Florida
$787K +$83.5K +2,153 +12%
OWA
36
Outlook Wealth Advisors
Texas
$752K +$53.8K +1,386 +8%
ATC
37
Argent Trust Co
Tennessee
$735K +$740K +19,090 New
ICG
38
InterOcean Capital Group
Tennessee
$733K +$426K +10,993 +137%
CAG
39
Csenge Advisory Group
Florida
$699K +$42.2K +1,088 +6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$671K -$612K -15,774 -48%
APW
41
Austin Private Wealth
Texas
$668K +$47.4K +1,223 +8%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$619K +$144K +3,705 +30%
KW
43
KWB Wealth
California
$605K +$609K +15,705 New
BWP
44
Balboa Wealth Partners
Arizona
$595K +$196K +5,052 +49%
SIA
45
Strategic Investment Advisors
Michigan
$524K +$69.1K +1,782 +15%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$449K +$286K +7,371 +172%
KAS
47
Kestra Advisory Services
Texas
$429K -$15.1K -390 -3%
IWC
48
Integrated Wealth Concepts
Massachusetts
$388K +$101K +2,603 +35%
BFA
49
BBJS Financial Advisors
Washington
$387K -$15.8K -407 -4%
RWPA
50
Richard W. Paul & Associates
Michigan
$382K +$20K +515 +5%

SPEU Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Europe ETF (SPEU) for Q2 2023, worth a combined $251M — up 14% from $220M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPEU positions and 13 closed out — a net gain of 5 holders — while 52 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $13M. The largest seller was Jane Street, exiting entirely with an estimated $5.82M sold.

  • 91 institutional investors held State Street SPDR Portfolio Europe ETF (SPEU) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $251M of State Street SPDR Portfolio Europe ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio Europe ETF positions in Q2 2023 and 13 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Europe ETF buyer in Q2 2023 was LPL Financial, an estimated $13M added.
  • The largest State Street SPDR Portfolio Europe ETF seller in Q2 2023 was Jane Street, an estimated $5.82M sold.

Based on aggregated 13F filings for Q2 2023.